Bernard Clark
Corporate Officer/Principal at CHARLES SCHWAB
Net worth: 13 M $ as of 2024-03-30
Profile
Bernard J.
Clark is currently the Managing Director & Head-Advisor Services at The Charles Schwab Corp.
He is also a Director at Arizona State University, the Foundation for Financial Planning, the W.P.
Carey Foundation, the W.P.
Carey School of Business, and the Center For Services Leadership.
Additionally, he holds the position of President at the Saguaro High School Football Foundation.
In his former roles, Mr. Clark served as the Managing Director-Fund Operations at Deutsche Morgan Grenfell, the Head-North American Operations at Salomon Brothers AG, and the Senior Vice President-Trading & Operations at Schwab Institutional.
Mr. Clark completed his undergraduate degree at St. John's University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
CHARLES SCHWAB CORP
0.01% | 2024-03-03 | 174,827 ( 0.01% ) | 13 M $ | 2024-03-30 |
Bernard Clark active positions
| Companies | Position | Start |
|---|---|---|
| CHARLES SCHWAB | Corporate Officer/Principal | 2011-12-31 |
| Foundation for Financial Planning | Director/Board Member | 2017-01-04 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Director/Board Member | 2022-12-31 |
| W.P. Carey Foundation | Director/Board Member | - |
| W.P. Carey School of Business | Director/Board Member | - |
Saguaro High School Football Foundation
 Saguaro High School Football Foundation Investment Trusts/Mutual FundsMiscellaneous The Saguaro High School Football Foundation operates as a grant making foundation. The private company is based in Scottsdale. | President | - |
| Center For Services Leadership | Director/Board Member | - |
Former positions of Bernard Clark
| Companies | Position | End |
|---|---|---|
| Deutsche Morgan Grenfell | Corporate Officer/Principal | - |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Corporate Officer/Principal | - |
| ░░░░░░░ ░░░░░░░░ ░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Bernard Clark
| St. John's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Private companies | 8 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
| Deutsche Morgan Grenfell | Finance |
| Salomon Brothers AG | Finance |
| Foundation for Financial Planning | |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
| W.P. Carey Foundation | Miscellaneous |
| Center For Services Leadership | |
Saguaro High School Football Foundation
Saguaro High School Football Foundation Investment Trusts/Mutual FundsMiscellaneous The Saguaro High School Football Foundation operates as a grant making foundation. The private company is based in Scottsdale. | Miscellaneous |
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