Directory

>

Aaron Clark Cpa Cfa

avatar

Aaron Clark Cpa Cfa

Managing Director | Mariner

Scottsdale, Arizona, United States

View contact details (it's free)

Aaron Clark Cpa Cfa

AI Summary

Aaron Clark is a seasoned investment professional with a strong foundation in public accounting and extensive experience in institutional investment management. Currently serving as Managing Director at Mariner Wealth Advisors, he specializes in constructing tailored investment portfolios for corporations and institutions. His career spans over two decades, during which he has held significant roles at reputable firms including Bok Financial and JPMorgan. Aaron's expertise encompasses a broad range of financial services, including asset management, financial modeling, and strategic financial planning. Notably, he has managed substantial discretionary investment assets and led a team of senior portfolio managers. His academic background includes a Magna Cum Laude degree in Accounting from The University of Tulsa. Aaron's unique blend of skills in finance and leadership positions him as a valuable asset in the investment landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Aaron Clark Cpa Cfa

Work Experience

company logo

Managing Director at

Mariner

November 2019 - Present

company logo

Managing Director, Institutional Investments at

BOK Financial

June 2011 - November 2019

company logo

VP, Tulsa Market Manager/Sr. Portfolio Manager at

BOK Financial

May 2009 - June 2011

company logo

VP, Asset Management at

J.P. Morgan

July 2007 - May 2009

company logo

Vice President and Director of Research at

Paragon Capital Advisors

October 2005 - July 2007

💼

Senior Auditor at

PUBLIC ACCOUNTING COMPANY LIMITED

May 2001 - October 2005

Aaron Clark Cpa Cfa

Education

The University of Tulsa, Bsba, Magna Cum Laude

January 1997 - January 2001

Frequently Asked Questions about Aaron Clark Cpa Cfa

What is Aaron Clark Cpa Cfa email address?

Aaron Clark Cpa Cfa's primary email address is ******@bokf.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Aaron Clark Cpa Cfa work for?

Aaron Clark Cpa Cfa is a Managing Director at Mariner, a company specializing in Functions related to depository banking.

Where Aaron Clark Cpa Cfa graduated from?

Aaron Clark Cpa Cfa holds a degree in Accounting from The University of Tulsa.

How can I directly contact Aaron Clark Cpa Cfa?

To contact Aaron Clark Cpa Cfa directly, you can use the email address ******@bokf.com. Complete contact information is available upon registration with Muraena.

Who is Aaron Clark Cpa Cfa?

Aaron Clark is a seasoned investment professional with a strong foundation in public accounting and extensive experience in institutional investment management. Currently serving as Managing Director at Mariner Wealth Advisors, he specializes in constructing tailored investment portfolios for corporations and institutions. His career spans over two decades, during which he has held significant roles at reputable firms including Bok Financial and JPMorgan. Aaron's expertise encompasses a broad range of financial services, including asset management, financial modeling, and strategic financial planning. Notably, he has managed substantial discretionary investment assets and led a team of senior portfolio managers. His academic background includes a Magna Cum Laude degree in Accounting from The University of Tulsa. Aaron's unique blend of skills in finance and leadership positions him as a valuable asset in the investment landscape.

Aaron`s contact details

mail

******@bokf.com

***********@marinerwealthadvisors.com

Colleagues

Ryan Brown

Regional Vice President

avatar
Scott Schermerhorn

Managing Director- Senior Wealth Advisor

avatar
Pamela Thompson Cfa

Managing Director & Senior Wealth Advisor

avatar
Peggie Daly

Managing Director

avatar
Theresa Hultz

Co Founder / Senior Wealth Advisor

avatar
Cfp Benjamin Wong Aif

Managing Director & Senior Wealth Advisor

avatar
Georgeanna Wingate

Deputy Chief Operating Officer

avatar
Bob Diquollo Cpa

Senior Managing Director

avatar
Cfp Bob Glass

Managing Director

avatar
Cfp Brian Leitner Chfc Mst

Managing Director, Wealth Solutions

View Contact details (it's free)