Clark Jorgensen, CFA, CAIA

Senior Portfolio Strategist

 Clark Jorgensen

Clark Jorgensen has been helping high-net-worth individuals, families, and foundations achieve their investment goals with a proactive, strategic approach to portfolio management for over 18 years.

He has held positions in both private banks and boutique investment management firms, including U.S. Trust, Private Wealth Partners, and HighMark Capital Management. Clark has also worked as an equity institutional funds manager and as an advisor for a multi-family office group.

Clark holds both a Chartered Financial Analyst and a Chartered Alternative Investment Analyst designation. He earned his BA degree from the University of California at Berkeley.

As a Senior Portfolio Strategist, Clark provides clients with an institutional level of global investment management. This highly specialized level of management is backed by a team of global experts, extensive wealth transfer solutions, and a single source for a world of investment opportunities — including innovative asset class choices such as frontier markets and alternative assets.

Clark also helps clients benefit from our in-depth global research, pure asset allocation implementation process, disciplined risk-adjustment, and virtual 24/365 tracking of their investments.

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