Austen Clark

Background

About Austen Clark

I’m a values-driven financial professional with ~4 years of experience advising HNW families on comprehensive financial planning, investment strategy, and multigenerational goals. I’m passionate about solving real economic problems, improving financial literacy, and supporting others through life and career transitions — especially mission-driven individuals, athletes, and first-gen professionals. My background in applied math and economics from Brown, paired with a strong client service record and organizational skills, positions me well for roles in wealth management, investor relations, and stakeholder engagement. My interest in pursuing side passions through sports, winemaking, education, and travel drives me to support people on non-linear paths. Whether I’m guiding a family through estate planning or helping a team execute a seamless investor experience, I bring empathy, structure, and clarity to my work.