Thomas Clark
Wealth Management Advisor, Senior Vice President - Wealth Management at Merrill Lynch
Based in New York, United States
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Seniority
Vp
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
35K
Contact information
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t•••••••@ml.com
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Background
About Thomas Clark
I manage Investments for High Net Worth Families using a few discretionary portfolios I have designed over the last 10 years. I love to solve problems for client families too. I seek to outperform pre established indexes, while controlling portfolio risk or volatility. INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION (IMCA®) IS THE OWNER OF THE CERTIFICATION MARKS CIMA® AND CERTIFIED INVESTMENT MANAGEMENT ANALYST®. USE OF CIMA® AND CERTIFIED INVESTMENT MANAGEMENT ANALYST® SIGNIFIES THAT THE USER HAS SUCCESSFULLY COMPLETED IMCA’S INITIAL AND ONGOING CREDENTIALING REQUIREMENTS FOR INVESTMENT MANAGEMENT CONSULTANTS. Specialties: Wealth Planning, Retirement Planning, Discretionary Investment Management.
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