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