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Trevor Burlison
Investment Consultant at Clark Capital Management
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Work Experience
Investment Consultant
Jul 2024 - Present · 5 months
Apr 2017 - Aug 2024 · 7 years and 4 months
Sr. Business Development Consultant
Jan 2018 - Aug 2024 · 6 years and 7 months
Internal Consultant
Apr 2017 - Dec 2017 · 8 months
Company Details
51-200 Employees
Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. Clark Capital Management Group strives to deliver premium investment solutions, innovative strategies and techniques and superior service to successful financial advisors and their clients. We believe this allows advisors to focus on their most valuable role: understanding their clients’ needs and helping them achieve financial security. We seek to partner with only the most experienced and knowledgeable financial advisors. Our Navigator Investment Solutions are tailored to the unique requirements of high net worth individuals, corporations, foundations, and retirement plans.
Year Founded
1986
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
One Liberty Place 1650 Market Street, 53rd Floor Philadelphia, PA 19103, US
Keywords
tax managementwealth managementinvestment advisoryoverview sheetwork surveywealth planning servicessurvey measurescap coreindustry publicationsmarketing library
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