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Bernie Clark

Charles Schwab & Co.

Speaker Bio

Bernard Clark brings more than 30 years of financial industry experience to his role as head of Schwab Advisor Services™. He is also a member of Schwab’s Executive Committee. Mr. Clark oversees the business that provides custodial, operational, and trading support to over 7,500 independent investment advisory firms, with $1.8 trillion in assets under management*. He has been named by Investment Advisor as one of the “25 most influential people in the industry.”

Previously, Mr. Clark worked for Schwab on the advisor side as leader of the sales and relationship management organization. Before that he oversaw the retail business as head of the client services organization. He began his career at Schwab in 1998 as senior vice president of trading and operations for Schwab Institutional.

Prior to joining the company, Mr. Clark was with the London office of Deutsche Morgan Grenfell Group, where he was the managing director in charge of global sales support, hedge fund operations, and technology, which included managing client service support in Asia, Europe, and the United States. He also spent 13 years with Salomon Brothers as a member of the Executive Committee responsible for North American operations.

Outside of work, Mr. Clark serves on the board of the Foundation for Financial Planning and the Center for Services Leadership in the Arizona State University W. P. Carey School of Business. He is the president of the Saguaro High School Football Foundation and is an active supporter of Phoenix Children’s Hospital.

Mr. Clark holds a bachelor’s degree in accounting from St. John’s University.


* As of June 30, 2019

Speaker Sessions