![Brad Clark](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Mr. Bradley W.
Clark, CFA MBA, is a Partner & Chief Investment Officer at Paladin Advisory Group LLC (Iowa).
He is a Co-founder of Paladin Wealth Partners and is the firm's Managing Partner.
Mr. Clark has over 20 years of diverse financial industry experience focused on providing solutions for family and institutional clients.
Prior to forming Paladin, he was President and Chief Investment Officer of HJN Advisors, where he directed the firm’s investment strategies and was a key partner with clients in helping them identify and achieve goals for their wealth.
His experience also includes leadership roles managing client assets for U.S.
Bank, Aviva Investors, and OFS Capital.
Brad began his career with McGladrey & Pullen, LLP in Chicago, IL.
He holds a Bachelor of Arts degree in Accounting from the University of Northern Iowa and a MBA (with Distinction) from the Kellstadt Graduate School of Business at DePaul University.
Mr. Clark has earned the right to use the Chartered Financial Analyst (CFA) designation and is licensed as a CPA in the State of Iowa.
Actieve functies van Brad Clark
Bedrijven | Functie | Begin |
---|---|---|
Paladin Advisory Group LLC (Iowa)
![]() Paladin Advisory Group LLC (Iowa) Investment ManagersFinance Paladin Advisory Group LLC, dba Paladin Wealth Partners (Paladin), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Clive, Iowa. The firm was founded by Bradley W. Clark in 2016. Paladin offers investment advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Oprichter | 01-01-2016 |
Opleiding van Brad Clark
University of Northern Iowa | Undergraduate Degree |
Kellstadt Graduate School of Business | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 1 |
---|---|
Paladin Advisory Group LLC (Iowa)
![]() Paladin Advisory Group LLC (Iowa) Investment ManagersFinance Paladin Advisory Group LLC, dba Paladin Wealth Partners (Paladin), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Clive, Iowa. The firm was founded by Bradley W. Clark in 2016. Paladin offers investment advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |