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The Clark Capital Team
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Team
Client Portfolio Management
Patrick Schultz, J.D.
Senior Wealth Planner
Chris Wadley
Client Portfolio Analyst
Dominique Bell
CPM Data Specialist
Steve Versage
Client Portfolio Analyst
Pat Camilli
Client Portfolio Analyst
Aaron Hin
Associate Client Portfolio Analyst
Yash Rane
Associate Client Portfolio Analyst
Thomas Duffy, CFA®
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
John Archbold, CFA®
Client Portfolio Manager
Emily Thompson
Tax Transition Specialist
Jake Whitmoyer
Tax Transition Specialist
Joshua Graff, CFA®
Associate Client Portfolio Manager
Kristina Vitelli
CPM Coordinator
