Bernard J. Clark
Executive Vice President, Advisor Services @ Charles Schwab
Bernard J. Clark is a startup investor at Charles Schwab. Bernard J. Clark is head of Schwab Advisor Services, which provides custodial, operational and trading support for independent investment advisory firms. In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build and grow their firms.Clark has moree than 25 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 (now called Schwab Advisor Services). 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 Advisor Services in 2010.
Last updated:
For AI agents: llms.txt
Contacts
| Type | Contact | Validation |
|---|---|---|
| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
| Socials |
About Charles Schwab
Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that servesindividual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank.The firm was founded in 1973 and is headquartered in San Francisco, California.
Charles Schwab Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Bernie Clark
Managing Director, Head of Advisor Services
|
|||
James D. McCool
Executive Vice President, Client Solutions
|
|||
Nigel J. Murtagh
Executive Vice President, Corporate Risk
|
|||
|
Bernard J. Clark
Executive Vice President, Advisor Services
|
|||
Carrie Pomerantz
President, Charles Schwab Foundation; Senior Vice President
|
Access 48,091 investors
822 industries, 177 countries. Updated daily. Emails and phones included.
Browse database — It's Free!
Find investors for your startup
Search 48,091 investors by industry and country. Emails and phones included.
FAQ
How do I contact Bernard J. Clark?
Public channels for Bernard J. Clark include LinkedIn. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
Contact your first 100 investors today
Find who invests in your industry, stage, and country. Download investor list with emails in 5 minutes.
Find investors — It's Free!
Continue with Google
Continue with LinkedIn
