George Clark
George Clark, CFA® is a Founding Partner and the Chief Investment Officer for Venturi Wealth Management, where he applies his extensive institutional capital markets experience to developing tailored investment strategies for clients. At Venturi, George works in concert with the team to ensure that a client’s investment profile aligns with his or her wealth management initiatives. He is skilled in investment evaluation and selection, portfolio design, risk assessment, and macro strategy. Prior to moving to Venturi Wealth Management, George spent 18 years managing large institutional relationships for Merrill Lynch in Texas and the Southeastern United States.
George Clark Professional Experience / Academic History
Professional Experience
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Chief Investment Officer, Founding Partner
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Vice President, Private Wealth Advisor
Academic History
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Bachelor of Business Administration, Finance
At Merrill Lynch, George Clark focused on investment strategy and equities allocations for institutions between $2 -$100 billion.
He also spent four years at the Texas Permanent School Fund, where he was an Equities Trader and Sector Analyst for the $29 billion endowment.
He is a Chartered Financial Analyst® (CFA®) charterholder.