Client Portfolio Management

Focused on Helping You Deliver a Superior Client Experience


Services Available to You and Your Clients

Client Portfolio Managers work side by side with Clark Capital’s Investment Team, directly translating our portfolio management capabilities into personalized portfolios for high net worth investors.

Compelling portfolio analytics examine the underlying expenses that can negatively impact returns.

Detailed holdings analysis evaluates current portfolio diversification and identifies concentration risks.

Advanced planning and tax management strategies can help investors keep more of what they earn.

Sophisticated and personalized proposals help you clearly communicate the value you provide to your clients.

Our CPM Team provides the highest level of services for high net worth investors, institutions, and endowments.

A Long-Term Partnership to Help You Grow Your Business

Our CPM Team offers a long-term partnership that can help you grow your high net worth business so you can spend more time focusing on your clients and what’s important to them. Services available vary by account and may include:
Quarterly Client Economic and Capital Market Reviews
Monthly Market Recaps of Investment Team Insights
Quarterly Client Portfolio Reviews
Annual Book of Business Reviews

Would You Like to Learn More About What Our CPM Team Can Do for You?

Client Portfolio Management Team

Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Thomas Duffy, CFA®
Senior Client Portfolio Manager
Ryan Gardner, CFA®
Client Portfolio Manager
Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
Joshua Graff, CFA®
Associate Client Portfolio Manager
Brendan May
Director, CPM Analyst Team
Emily Thompson
Tax Transition Specialist
Jake Whitmoyer
Tax Transition Specialist
Steve Versage, CFA®
Associate Client Portfolio Manager
Pat Camilli
Tax Transition Specialist
Chris Wadley
Client Portfolio Analyst
Yash Rane
Client Portfolio Analyst
Connor Fife
Associate Client Portfolio Analyst
Aaron Hin
Client Portfolio Analyst
Colin McKeever
Associate Client Portfolio Analyst
Kristina Vitelli
Client Portfolio Management Coordinator
Dominique Bell
Client Portfolio Management Coordinator
Laraib Fatima
Associate Client Portfolio Analyst