As an Investment Consultant at Clark Capital Management Group, Kade Vasi 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, Kade 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. Kade 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.
Kade has over a decade of experience in the financial industry and has a deep understanding of investment solutions, including mutual funds, ETFs, separately managed accounts, insurance products, alternative investments and private offerings. Prior to joining Clark Capital, he served as a Senior Advisor Consultant for Invesco and OppenheimerFunds. Kade earned his B.S. in Finance from the Smeal College of Business of Penn State University. He holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations along with his FINRA Series 7, 63 and 24 licenses.