Bernie Clark

About Bernie Clark

Bernie Clark is head of Schwab Advisor Services and a member of Charles Schwab’s Executive Council. He oversees the business that provides custodial, operational and trading support to more than 7,500 independent investment advisory firms with $1.6 trillion in assets under management. In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build and grow their firms. A recognized industry leader, in 2013 he was named by Investment Advisor magazine as one of the “IA 25,” which annually ranks the 25 most influential people in the industry.Clark has more than 30 years of financial industry experience serving individual and institutional investors. He began his career at Schwab in 1998 as senior vice president of trading and operations for Schwab Institutional. He later worked on the retail business as leader of the client services organization, before returning to the advisor business to lead the sales and relationship management organization. He took on his current role as head of Schwab Advisor Services in 2010.Prior to joining Schwab, Clark was with the London office of Deutsche Morgan Grenfell. There he held the position of managing director in charge of global sales support, hedge fund operations and technology, including managing client service support in Asia, Europe and the U.S. He also spent 13 years with Salomon Brothers as a member of the executive committee responsible for North American operations.Clark serves on the board of the Foundation for Financial Planning and the Arizona State University W.P. Carey School of Business, Center for Services Leadership. Clark earned his Bachelor of Science degree in accounting from St. John’s University in New York.

Experience

1. Head of Advisor Services

   Charles Schwab

   Aug 2010 — Present · Phoenix, AZ, US

   Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co, Inc.(member SIPC.org), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments. This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. ©2017 Charles Schwab Corporation. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. For additional information and disclosure please visit: 0-V22U

Education

• St. John's University

  B.S. Accounting, Accounting and Business/Management

Skills

• Business
• Industry Trends
• Leadership
• Practice Management
• Ria Industry Advocacy