Michael B.
Investment Consultant at Clark Capital Management Group
📍 Longmeadow, Massachusetts, United States
As an Investment Consultant at Clark Capital Management Group, Michael holds Series 7, 66, and Certified Funds Specialist licenses. A graduate of the University of Rhode Island, he focuses on improving the client experience through proactive financial planning and advising on tax-efficient strategies such as Roth conversions.
He holds a specialized Certified Funds Specialist designation, indicating in-depth expertise in mutual funds and exchange-traded funds.
Read the full overview →Experience
2 Years
Current Role
Investment Consultant
Job Level
Junior
Location
Longmeadow, Massachusetts, United States
Personality Overview
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Priorities
Topics Michael cares about
Client Experience
His shared content emphasizes the importance of how firms are perceived by prospects and clients, focusing on designing a positive user experience.
Tax-Efficient Investing
Actively discusses specific financial tactics, such as considering new tax brackets and the pro-rata rule to determine the benefits of Roth conversions for clients.
Career
Work history
1-2024
Investment Consultant
Clark Capital Management Group
In the press
Media appearances
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Education
1998 - 2000
Bachelor of Arts (B.A.)
University of Rhode Island
1996 - 1996
Education details unavailable
Wilbraham & Monson Academy
Social presence
Other Clark Capital Management Group Employees
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