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Laura Clark Cfa

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Laura Clark Cfa

Managing Director | Oxford Financial Group, Ltd.

Chicago, Illinois, United States

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Laura Clark Cfa

Summary

Laura Clark is a seasoned financial executive with over 25 years of experience in wealth management and investment advisory roles. Currently serving as Managing Director at Oxford Financial Group, she specializes in alternative investments and client relationship management for ultra high net worth individuals. Laura has a proven track record in market expansion and firm leadership, having successfully cultivated new business opportunities across various markets. Her career began at J.P. Morgan, where she held several key roles in institutional equity sales and corporate finance. An advocate for non-profit initiatives, she founded the Cornell National Young Alumni Giving Program, significantly increasing donor participation. Laura's educational background includes a Master's degree from the University of Chicago and the prestigious CFA designation. She is known for her analytical approach and innovative strategies in financial planning and portfolio management.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Laura Clark Cfa

Work Experience

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Managing Director at

Oxford Financial Group, Ltd.

September 2011 - Present

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Principal and Portfolio Manager at

Wells Fargo & Company

April 2006 - September 2011

💼

Principal and Portfolio Manager at

Marshall B. Front Family Charitable Foundation

August 1998 - March 2006

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Vice President at

J.P. Morgan

August 1985 - February 1998

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Laura Clark Cfa

Education

University of Chicago, Mla

January 2002 - January 2005

Cornell University, B.S Engineering

Chartered Financial Analyst (CFA), The Cfa Is Widely Regarded As The Premier Designation For Investment Professionals.

January 2000

Shorewood High School, Shorewood, WI

University of Chicago, Masters

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What is Laura Clark Cfa email address?

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

What company does Laura Clark Cfa work for?

Laura Clark Cfa is a Managing Director at Oxford Financial Group, Ltd., a company specializing in Functions related to depository banking.

Where Laura Clark Cfa graduated from?

Laura Clark Cfa holds a degree in Masters In Humanities from University of Chicago.

How can I directly contact Laura Clark Cfa?

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

Who is Laura Clark Cfa?

Laura Clark is a seasoned financial executive with over 25 years of experience in wealth management and investment advisory roles. Currently serving as Managing Director at Oxford Financial Group, she specializes in alternative investments and client relationship management for ultra high net worth individuals. Laura has a proven track record in market expansion and firm leadership, having successfully cultivated new business opportunities across various markets. Her career began at J.P. Morgan, where she held several key roles in institutional equity sales and corporate finance. An advocate for non-profit initiatives, she founded the Cornell National Young Alumni Giving Program, significantly increasing donor participation. Laura's educational background includes a Master's degree from the University of Chicago and the prestigious CFA designation. She is known for her analytical approach and innovative strategies in financial planning and portfolio management.

Laura`s contact details

mail

**********@ofgltd.com

*****@cornell.edu

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