Bob Clark Email & Phone Number
Senior Vice President and Wealth Management
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Bob Clark Location
- Danvers, MA, US
Bob Clark Work
- Senior Vice President and Wealth Management @ Baird (January 2025 - Present)
Bob Clark Education
- University of Pennsylvania - The Wharton School in conjunction with the IMCA
CIMA® (Certified Investment Management Analyst® Professional Designation Program)
2006-2006 - Thunderbird School of Global Management
MBA (International Business)
1984-1984 - Villanova University
BS (Business)
1979-1982 - Harding University
Bob Clark Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- ETFs
- Equities
- Estate Planning
- Financial Advisory
- Financial Planning
- Financial Services
- High-Net-Worth Individuals (HNWI)
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Multi-generational Planning
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Wealth Management
- Wealth Management Services
Bob Clark Summary
- Bob Clark, based in Danvers, MA, US, is currently a Senior Vice President and Wealth Management at Baird. Bob Clark holds a 2006 - 2006 CIMA® in Certified Investment Management Analyst® Professional Designation Program @ University of Pennsylvania - The Wharton School in conjunction with the IMCA. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, ETFs, Equities and more. Bob Clark has 3 emails and 3 mobile phone numbers on RocketReach.
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