Shawn Clark

Shawn Clark Email and Phone Number

Founding Partner and Wealth Advisor, Accredited Wealth Manager @ Accredited Wealth Management
Shawn Clark's Location
Louisville, Kentucky, United States, United States
Shawn Clark's Contact Details

Shawn Clark personal email

n/a

Shawn Clark phone numbers

About Shawn Clark

Accredited Wealth Management is an independent Registered Investment Advisor (RIA). As a Louisville-based, fee-only wealth management firm, we offer more than just money management. Our highly experienced team of financial professionals works with you and your family to build a customized wealth plan and recommends carefully researched, custom-designed, and proactively delivered investment and planning solutions.Our culture of teamwork and stewardship helps us deliver the highest level of professionalism and personal service. Our firm is built on the belief that there is a better way to provide wealth management services:- Clients First. Putting your interests first—always- Independent & Objective. Avoiding proprietary products, commissions, soft dollars, and revenue sharing to limit any potential conflicts- Comprehensive Planning. Providing integrated wealth planning that encompasses more than just managing your money- Ownership. Attracting and retaining employees that are passionate, empowered, and strive to be the best in the business

Shawn Clark's Current Company Details
Accredited Wealth Management

Accredited Wealth Management

View
Founding Partner and Wealth Advisor, Accredited Wealth Manager
Shawn Clark Work Experience Details
  • Accredited Wealth Management
    Founding Partner & Wealth Advisor
    Accredited Wealth Management May 2014 - Present
    Louisville, Kentucky, Us
    As a Founding Partner of Accredited Wealth Management, my role includes servicing as a Wealth Advisor and Chief Compliance Officer. From a fiduciary and compliance oversight perspective, it is my responsibility to make sure all of our investments are executed properly and always in our client's best interest. Using a well-designed wealth management approach, I proactively integrate all areas of your financial life:Financial PlanningEstate PlanningInsurance PlanningInvestment ManagementTax StrategiesRetirement Income
    View
  • Commonwealth Bank & Trust
    Vice President & Portfolio Manager
    Commonwealth Bank & Trust Oct 2006 - May 2014
    Louisville, Kentucky, Us
    · Manage portfolios for high net-worth clientele, institutional clients and not-for-profits.· Develop new business relationships.· Serve as a senior member on the Investment Committee.· Monitor market trends for tactical and strategic allocations.· Meet with clients to review performance and develop business relations.· Develop processes for improved operations.· Co-author of quarterly newsletter for distribution to clients, prospects, and board of directors.· Track and update investment team on various market segments.
    View
  • Commonwealth Bank & Trust
    Equity Analyst/Trust Officer
    Commonwealth Bank & Trust May 2002 - Oct 2006
    Louisville, Kentucky, Us
    · Junior Portfolio Manager, provide input and opinions on equity and bond trades.· Head equity trader for nearly a billion in assets under management and custody assets.· Monitor and evaluate price movements on approved and monitored equities.· Provide data on interest rate movements and support for bond trades.· Monitor and evaluate relevant news and distribute to portfolio managers.· Evaluate and vote proxy statements and report results to Investment Committee.· Monitor performance of mutual funds for suitability in client portfolios.
    View

Shawn Clark Skills

Portfolio Management Wealth Management Investment Strategies Finance Mutual Funds Investments Investment Management Equities Financial Analysis New Business Development Bloomberg Risk Management Fixed Income Analysis Management Banking Equity Research Analysis Estate Planning Financial Services Business Development Options Team Oriented Equity Trading

Shawn Clark Education Details

  • University Of Louisville
    University Of Louisville
    Business
  • Indiana University Southeast
    Indiana University Southeast
    Business
  • Floyd Cental
    Floyd Cental

Frequently Asked Questions about Shawn Clark

What company does Shawn Clark work for?

Shawn Clark works for Accredited Wealth Management

What is Shawn Clark's role at the current company?

Shawn Clark's current role is Founding Partner and Wealth Advisor, Accredited Wealth Manager.

What is Shawn Clark's email address?

Shawn Clark's email address is sh****@****ndt.com

What is Shawn Clark's direct phone number?

Shawn Clark's direct phone number is (502) 290*****

What schools did Shawn Clark attend?

Shawn Clark attended University Of Louisville, Indiana University Southeast, Floyd Cental.

What are some of Shawn Clark's interests?

Shawn Clark has interest in Social Services, Children, Economic Empowerment, Education, Avid Runner, College Sports, Arts And Culture.

What skills is Shawn Clark known for?

Shawn Clark has skills like Portfolio Management, Wealth Management, Investment Strategies, Finance, Mutual Funds, Investments, Investment Management, Equities, Financial Analysis, New Business Development, Bloomberg, Risk Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.