As a Senior Investment Consultant at Clark Capital Management Group, Brian Fitzgerald is responsible for supporting Clark Capital’s partnerships with wealth advisors in their dedication to affluent families, high net worth individuals, foundations, and retirement plans. Together, Brian and his Partners specialize in providing highly customized and long-term investment solutions with a level of sophistication typically reserved for ultra high net worth and institutional investors. Brian assists his Partners in building their ideal wealth counseling practice and supports advisors with the tools, techniques and degree of service that allows them to focus on their clients’ needs and financial security.
Brian joined Clark Capital in November 2015 with almost 20 years of experience working with financial advisors. Prior to joining Clark, he was a Partner/Owner at Disciplined Wealth Strategies, a Registered Investment Advisor. He also served as Senior Regional Business Consultant for Curian Capital responsible for new business development. Prior to that he was a Sales Vice President with John Hancock Investments. Brian started his career with Pioneer Investments in Boston, MA, immediately after graduating from Providence College in Providence, RI.
|Schedule An Appointment