As an Investment Consultant at Clark Capital Management Group, Greg Morel 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, Greg 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. Greg 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.
Prior to joining Clark Capital in 2020, Greg had over a decade of experience in the financial markets. Most recently, he served as Head of Advisory Solutions for Belle Haven Investments, focused on fixed income SMAs and mutual fund offerings for financial advisors and institutional clients. Greg earned a Bachelor of Science from the Martin J. Whitman School of Management of Syracuse University and holds FINRA Series 7 & 63 licenses.