Bernie Clark
Managing Director, Head of Advisor Services @ Charles Schwab
Scottsdale, United States
Bernie Clark is a funding round investor at Charles Schwab in Scottsdale focused on Financial Services. Bernard "Bernie" J. Clark is Managing Director, Head of Advisor Services, and a member of Charles Schwab's Executive Committee. He oversees the business that provides custodial, operational, and trading support to nearly 15,000 independent investment advisory firms with $3.36 trillion in assets under management. In addition tocustody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their firms.Clark earned his Bachelor of Science in accounting from St. John's University in New York.
- Total investments:
- 2
- Last investment:
- Lead investor:
- 0%
Last updated:
For AI agents: llms.txt
Industries Bernie Clark invests in
Stages Bernie Clark invests in
Countries Bernie Clark invests in
Contacts
| Type | Contact | Validation |
|---|---|---|
| Work email | ||
| Personal email | ||
| Work phone | ||
| Personal phone | ||
| Socials |
Investment Focus
Stage
- Funding Round 1 (50%)
- Private Equity 1 (50%)
Investments
| Company | Description | Round | Links |
|---|---|---|---|
Dynasty Financial Partners
|
Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you’ve always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. They help top advisors, whether they are alreadyindependent or those leaving the wirehouses, to build their businesses the same way they built ours: from the ground up, taking the long view, not short cuts. Then, they provide every possible measure of support.At Dynasty, independence is more than just a transition. It’s a transformation, an opportunity to truly own what you’ve created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with their resources and expertise behind you, there’s no better way to define success on your own terms. | Dec 16, 2022 | |
|
Dynasty Financial Partners
|
Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you’ve always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. They help top advisors, whether they are alreadyindependent or those leaving the wirehouses, to build their businesses the same way they built ours: from the ground up, taking the long view, not short cuts. Then, they provide every possible measure of support.At Dynasty, independence is more than just a transition. It’s a transformation, an opportunity to truly own what you’ve created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with their resources and expertise behind you, there’s no better way to define success on your own terms. | Private Equity / Dec 16, 2022 |
Co-Investors
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.
Similar Investors
Recommended lists
FAQ
What does Bernie Clark invest in?
Bernie Clark invests primarily in Financial Services startups, most often at Funding Round and Private Equity stage. Most of the 2 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Bernie Clark?
Public channels for Bernie 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.
When did Bernie Clark last invest?
The most recent investment recorded for Bernie Clark closed in Dec 2022. Shizune tracks 2 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.
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
