Jim Clark

A client-focused and service-oriented advisor, Jim brings more than 20 years of experience in investment banking and wealth management to the team. This extensive background allows him to provide a sophisticated level of market insight and strategic planning to every client relationship.

During his nearly two-decade tenure at UBS Investment Bank, Jim developed a comprehensive, front-to-back understanding of the fixed income and equity markets. Having held leadership positions across Trading and Sales, Technology, and the COO’s Office, he possesses a rare perspective on how global markets operate and evolve. Throughout his career, he has successfully managed relationships with top-tier institutional clients and directed large-scale transformation projects.

Now focused on serving individuals and families, Jim leverages his institutional-grade experience to deliver strategic advice and meaningful results. He is dedicated to helping his clients navigate complex financial decisions to pursue their most important personal and long-term financial goals.

Away from the office, Jim is an avid reader and golfer. He enjoys traveling and spending quality time with his wife and their four children.