Bernie Clark is head of Schwab Advisor Services, which provides custodial, operational and trading support for approximately 6,000 independent investment advisory firms.
Clark first joined Schwab in 1998 as head of trading and operations for the advisor business, and in 2002 joined Schwab Investor Services in a client services role. In 2005, Bernie returned to the advisor business as head of sales and relationship management. He took on his current role as head of Advisor Services in 2010.
Prior to joining Schwab, Clark was managing director at Deutsche Morgan Grenfell in London, where he was responsible for global market sales, hedge fund operations and technology. Previously, he held client service and operations positions at Salomon Brothers and Emigrant Savings Bank.
Clark earned his Bachelor of Science degree in accounting from St. John’s University in New York. Schwab Advisor Services is a division of Charles Schwab & Co., Inc. (Member SIPC), which is a subsidiary of The Charles Schwab Corporation (NYSE: SCHW). (0210-1433) |