Our Team

  • President & CEO

    Raymond M. Clark

    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.

  • Executive Vice-President & CCO

    Eric T. Cedergreen

    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.

  • Investment Advisor/ Head of Business Development

    Brandon M. Clark

    Brandon began his career in 2017 after graduating from the University of California San Diego. He spent the first year and a half out of college at William Morris Endeavor in the Motion Picture Talent department before deciding to make the switch to the financial industry.

    He gained experience in the securities industry at Merrill Lynch in their trainee program, where he received his series 7 and series 66 licenses. In 2019, Brandon joined The Clark Group where he is currently an Investment Advisor and the Head of Business Development. 


  • Operations Manager

    Tara L. Charvet

    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.

  • Administrative Assistant

    Melissa A. Clark

    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.


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Company Info

24941 Dana Point Harbor Drive
Suite C210
Dana Point, CA 92629
Phone: 949-558-3898
Fax: 949-558-3901