# Bernie Clark

> Bernie Clark is a funding round investor at Charles Schwab backing Financial Services. See 2 investments, check sizes, portfolio and contact details. Updated…

- Type: Angel Investor
- Fund: [Charles Schwab](https://shizune.co/investors/profile/charles-schwab)
- Location: Scottsdale, United States
- Total investments: 2
- Last investment: Dec 2022
- Lead investor: 0%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/in/bernie-clark-97b339/

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.

## Contacts

5 contacts available for Bernie 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/bernie-clark-7376?utm_source=investor_profile

## Investment focus

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Funding Round | 1 | 50% |
| Private Equity | 1 | 50% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| 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 |  |

2 of 2 investments shown.

## Co-investors
- [ABRY Partners](https://shizune.co/investors/profile/abry-partners) — VC Fund, 2 deals together

## 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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### Similar stage
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- [HTGF (High-Tech Gruenderfonds)](https://shizune.co/investors/profile/high-tech-gr%C3%BCnderfonds) — VC Fund

## 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.

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