Our Team

  • President & CEO

    Raymond M. Clark

    Ray is a CERTIFIED FINANCIAL PLANNER™ practitioner who takes pride in dedicating the utmost service to his clients. Ray started his career as a broker at Paine Webber in 1981. In 1986, he joined the premier High Yield Bond firm of Drexel Burnham Lambert in Beverly Hills, CA. He also worked at Sutro & Co. in Los Angeles, CA where, after a quick stint on the radio, he honed his financial planning practice with executives of several major Aerospace companies including Lockheed Martin, TRW, Northrop Grumman, Raytheon, Hughes Aircraft, and NASA. To better service his Los Angeles based clients, he started a driving service that would drive them to and from his office in Downtown LA. In 1990, he was awarded the prestigious “Broker of The Year” award by Registered Representative, an industry exclusive magazine at that time.

    In 1993, Ray joined Alex Brown & Sons (ABS), the oldest investment firm in the country and well known for bringing many companies public, including Microsoft, Starbucks and many others. As a Managing Director at Alex Brown, he and his team of 8 continued his retirement planning practice with Aerospace executives. Ray also worked closely with the Corporate and Executive Team at ABS to help top level pre-IPO executives with their personal finances relating to Estate Planning, 10b5-1 Plans, Employee Benefit Plans such as ESOP’s and ESPP’s. Additionally, while at ABS, he was chosen to mentor early stage Venture Capital companies through a VC incubator in Salt Lake City, Utah. In 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 advice. TCGAM is a Registered Investment Advisory (RIA) practice headquartered in Dana Point, CA.

    Ray lives in San Clemente with his wife, Melissa and their son, Jason. In his free time, he enjoys training in Jiu-Jitsu at the Gracie Barra Academy. He also enjoys traveling, snow skiing, reading, and developing tactical investment strategies.

     

  • Executive Vice-President & CCO

    Eric T. Cedergreen

    Eric has been helping families and individuals achieve their financial goals for over 25 years. He started his career in the securities industry in 1992, and spent one year at Bank of America Capital Management. In 1993, he joined Deutsche Bank Alex Brown in Downtown Los Angeles, where he met Raymond. At the end of 2005, he co-founded The Clark Group Asset Management where he is the Chief Compliance Officer and President. He takes great passion managing portfolios for his clients and believes integrity and focus is what has helped with his success.

    Before starting his career, Eric achieved a degree in Economics at UCLA and was on the NCAA swim team. He is a California native, and resides in Carlsbad with his wife, Lori, and their two children, Ryder and Ivy. Eric is a fitness enthusiast and enjoys swimming and coaching his son’s football team in his free time.

  • Investment Advisor/ Head of Business Development

    Brandon M. Clark

    Brandon is an Investment Advisor and is the Head of Business Development at The Clark Group. He is responsible with giving financial advice and helping with the daily functions of the office. He takes pride in delivering excellent service and communicating with clients on how to accomplish their financial goals.

    Brandon began his career in 2017 and spent the first year and a half out of college at William Morris Endeavor in the Motion Picture Talent Department. While he was at WME, he dealt and interacted with entertainers and creative minds on a daily basis, and had several clients of his own. After spending time in entertainment, he decided to make the jump to the securities industry and joined the Merrill Lynch trainee program in 2018. He obtained his Series 7 and Series 66 licenses while in the trainee program and gained pivotal experience dealing with clients.

    Brandon graduated from the University of California San Diego with a B.A. in Communications and an emphasis in Business, and received an athletic scholarship to play on the NCAA tennis team. Brandon currently lives in Newport Beach on the Peninsula with his girlfriend, Zailey, and is a few steps away from the beach. In his free time, he enjoys playing tennis, reading books, going to concerts, and studying for the CFP.

    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 is passionate about communicating to clients and providing elite service to our team. Tara graduated from California State University, Northridge where she received a B.A. in Psychology. Tara is also a certified Notary.

    Tara resides in Laguna Hills and enjoys the Orange County lifestyle. When Tara isn’t working, she goes on hikes, paddle boards, and spends time with her dog, Cooper.

  • 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 is passionate about communicating to clients and providing elite service to our team. Tara graduated from California State University, Northridge where she received a B.A. in Psychology. Tara is also a certified Notary.

    Tara resides in Laguna Hills and enjoys the Orange County lifestyle. When Tara isn’t working, she goes on hikes, paddle boards, and spends time with her dog, Cooper.

  • Administrative Assistant

    Melissa A. Clark

    Melissa 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.

    In her free time, you can find Melissa practicing Pilates, walking on the beach, or reading.

 

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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
theclarkgroup@clarkgroupam.com