Sara Clark Email & Phone Number

Chief Client Officer and Partner @ Mission Wealth

5 free lookup(s).

Sara Clark Location

Los Angeles, CA, US

Sara Clark Work

2025 - now Chief Client Officer and Partner @ Mission Wealth
2022 - 2025 Director of Client Relationships @ Mission Wealth
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2022 - 2022 Director, Relationship Management @ Mariner Wealth Advisors
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2020 - 2022 Director, Relationship Management (acquired by Mariner Wealth Advisors) @ AdvicePeriod
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2019 - 2020 Senior Vice President, Office of the CEO @ Kayne Anderson
2014 - 2019 Private Wealth Advisor @ Morgan Stanley
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2011 - 2014 Wealth and Investment Management @ Barclays
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2009 - 2011 Investments Analyst @ Citi
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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

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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 and 1 mobile phone numbers on RocketReach.

Sara Clark Emails

Found 1 emails

@missionwealth.com

Sara Clark Phone Numbers

Found 3 phone numbers

5 free lookup(s).

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Denver, CO, US
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Partner at Shute, Mihaly & Weinberger LLP

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Partner at Scott Douglass & McConnico LLP

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Sara Clark

Chief Client Officer and Partner at Mission Wealth

Los Angeles, CA, US
1
- missionwealth.com
3
- +1 609-658-XXXX
- +1 512-415-XXXX
- +1 949-288-XXXX

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Top Mission Wealth Employees

Dannell Stuart

President at Mission Wealth

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- +1 805-882-XXXX
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Seth Streeter

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Jessica Neves

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Chief Client Officer and Partner at Mission Wealth

Los Angeles, CA, US
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- missionwealth.com
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