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.
Michael B.
Investment Consultant at Clark Capital Management Group
Longmeadow, Massachusetts, United States
Overview
Topics They Care 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.
Proactive Financial Planning
Believes in advising clients on potential difficulties during calm times to ensure they are better prepared for periods of market stress.
Media Appearances
Michael has no verified media appearances
Work History
1-2024
Investment Consultant at Clark Capital Management Group
Education
1998 - 2000
Bachelor of Arts (B.A.) from University of Rhode Island
1996 - 1996
Education details unavailable from Wilbraham & Monson Academy
More Information
Social Presence :
Prographics :
Exp : 2
Location : Longmeadow, Massachusetts, United States
Job Level : Junior
Designation : Investment Consultant at Clark Capital Management Group
