Sara Clark Email & Phone Number
Chief Client Officer and Partner @ Mission Wealth
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Sara Clark Location
- Los Angeles, CA, US
Sara Clark Work
- 2025 -now Chief Client Officer and Partner @
- 2022 -2025 Director of Client Relationships @
- 2022 -2022 Director, Relationship Management @
- 2020 -2022 Director, Relationship Management (acquired by Mariner Wealth Advisors) @
- 2019 -2020 Senior Vice President, Office of the CEO @
- 2014 -2019 Private Wealth Advisor @
- 2011 -2014 Wealth and Investment Management @
- 2009 -2011 Investments Analyst @
Sara Clark Education
- The Wharton School
Bachelor of Science in Economics (Finance)
- Deerfield Academy
Sara Clark Skills
- Alternative Investments
- Wealth Management
- Portfolio Management
- Portfolio Construction
- Level Iii Cfa Candidate
- Investments
- Asset Management
- Manager Selection
- Completed Cfa Level Ii
- Fixed Income
- Asset Allocation
- Has Errors
- Wealth
- Great
- Equities
- Hedge Funds
- Investment Management
Sara Clark Summary
- Sara Clark, based in Los Angeles, CA, US, is currently a Chief Client Officer and Partner at Mission Wealth. Sara Clark brings experience from previous roles at Mission Wealth, Mariner Wealth Advisors, AdvicePeriod and Kayne Anderson Capital Advisors, L.P.. Sara Clark holds a Bachelor of Science in Economics in Finance @ The Wharton School. With a robust skill set that includes Alternative Investments, Wealth Management, Portfolio Management, Portfolio Construction, Level Iii Cfa Candidate and more. Sara Clark has 1 emails on RocketReach.
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Top Mission Wealth Employees
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Diane Williamson
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Jenna Rogers
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Matthew Adams
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Jessica Neves
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Brian Sottak
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