Don Clarke
Gestore di Portafoglio-Azioni presso Crestwood Advisors Group LLC
Profilo
Mr. Donald J.
Clarke is a Director & Portfolio Manager at Crestwood Advisors Group LLC.
He Joined firm in 2023.
Prior to joining Crestwood, Mr. Clarke worked at Endurance Wealth Management as a Portfolio Manager and Client Advisor.
He was also a member of the Investment Committee and provided research coverage for the technology sector.
Prior to joining Endurance, Mr. Clarke was a wealth manager with Arlen Capital and was responsible for establishing client investment guidelines and creating asset allocation strategies.
Previously, Mr. Clarke had been with AXA Advisors.
He earned his BS in Business Administration at Skidmore College.
Posizioni attive di Don Clarke
| Società | Posizione | Inizio |
|---|---|---|
Crestwood Advisors Group LLC
 Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Gestore di Portafoglio-Azioni | 01/08/2023 |
Precedenti posizioni note di Don Clarke
| Società | Posizione | Fine |
|---|---|---|
James Caird, Inc.
 James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | Analyst-Equity | 01/08/2023 |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Arlen Capital LLC (Rhode Island)
 Arlen Capital LLC (Rhode Island) Investment ManagersFinance Part of Arlen Corp., Arlen Capital LLC is a company based in Warwick, RI that provides investment advice. | Corporate Officer/Principal | - |
Formazione di Don Clarke
| Skidmore College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
James Caird, Inc.
James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | Finance |
Arlen Capital LLC (Rhode Island)
Arlen Capital LLC (Rhode Island) Investment ManagersFinance Part of Arlen Corp., Arlen Capital LLC is a company based in Warwick, RI that provides investment advice. | Finance |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Miscellaneous |
Crestwood Advisors Group LLC
Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | Finance |
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