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Clark Richard, MBA

Clark Richard, MBA

Chief Executive Officer


Over 25 years of financial services industry experience

  • Managing Director of First Allied Asset Management Private Client Services, $1.3 billion AUM
  • Shearson Lehman Brothers: Financial Consultant
  • Founded, built, and successfully sold various investment advisory firms, a multi-family office, and a state chartered bank.


  • Bachelor of Science in Liberal Arts from the University of Iowa
  • Masters in Business Administration from the University of Southern California - Marshall School of Business