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Our Team


Raymond M. Clark, CFP®, President / CEO
 
Ray is a CERTIFIED FINANCIAL PLANNER™ practitioner who started his career in the Financial Services Industry in 1981 at age 22. He is a Portfolio Manager and heads up The Clark Group Asset Management in Dana Point, CA.

He has worked at several major investment firms as a Senior Financial Advisor including, Drexel Burnham Lambert, Sutro & Co., and Deutsche Bank Alex Brown from 1993 – 2005 where he was a Managing Director.

At the end of 2005, Ray formed The Clark Group Asset Management to establish his own independent practice and have the ability to serve his clients with unbiased investment service and advice.

Eric T. Cedergreen, Executive Vice-President
 
Eric started his career in 1992 after graduating from the University of California at Los Angeles in 1992 with a Bachelor’s degree in Economics.

He spent his first year in the securities industry with Bank America Capital Management and then joined The Clark Group at Deutsche Bank Alex Brown in 1993. At the end of 2005, he co-founded The Clark Group Asset Management where he is the Chief Compliance Officer and Portfolio Manager.


Tara L. Charvet, Senior Administrative Assistant

Tara has been a member of The Clark Group Asset Management since 2006. She provides daily operations management and support while facilitating our client’s needs by organizing and structuring the often delicate administrative tasks associated with executing the client’s investment plan. Tara graduated from California State University, Northridge where she received a bachelor’s degree in Psychology.


Melissa A. Clark, Administrative Assistant

Melissa Clark has been working with the Clark Group Asset Management since November 2005 and provides technical, operational, and administrative support to the team. After graduating as a Valedictorian from the American School of Paris where she received her Bachelor’s degree in Business Administration, she worked for several years as a bilingual translator for a variety of International Publishing companies. She also taught at the L.I.L.A (Lycee international de Los Angeles) for 2 years before she decided to refocus on her business background.

 


© 2017 The Clark Group Asset Management | 24941 Dana Point Harbor Drive, Suite C210, Dana Point, CA 92629 | All rights reserved
P: 949-558-3898 | F: 949-558-3901 theclarkgroup@clarkgroupam.com |
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