# Bernard J. Clark

> Bernard J. Clark is a startup investor at Charles Schwab. See 0 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: Angel Investor
- Fund: [Charles Schwab](https://shizune.co/investors/profile/charles-schwab)
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/bernie-clark-97b339

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.

## Contacts

5 contacts available for Bernard J. Clark: work email, personal email, work phone, personal phone and socials. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-email/bernard-j-clark?utm_source=investor_profile

## About Charles Schwab

VC Fund · San Francisco, United States

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.

5 contacts available at Charles Schwab.

| Name | Title | Profile |
| --- | --- | --- |
| 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 | — |

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