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Bernard J. Clark net worth and biography

Bernard Clark Biography and Net Worth

EVP of Charles Schwab

Bernard "Bernie" J. Clark is Managing Director, Head of Advisor Services and a member of Charles Schwab's Executive Committee. He oversees the business that provides custodial, operational, and trading support to approximately 13,000 independent investment advisory firms with $3.4 trillion in assets under management. In addition to custody services, Schwab Advisor Services provides practice management and consultative support to help independent advisors start, build, and grow their firms. A recognized industry leader, Clark has been named as one of the "IA 25" by Investment Advisor magazine, which annually ranks the 25 most influential people in the industry.

Clark has more than 30 years of financial industry experience serving individual and institutional investors. He began his career at Schwab in 1998 as Senior Vice President of Trading and Operations for Schwab Institutional. He later worked on the retail business as leader of the client services organization before returning to the advisor business to lead the sales and relationship management organization. He took on his current role as head of Schwab Advisor Services in 2010.

Prior to joining Schwab, Clark was with the London office of Deutsche Morgan Grenfell. There he held the position of managing director in charge of global sales support, hedge fund operations, and technology, including managing client service support in Asia, Europe, and the U.S. He also spent 13 years with Salomon Brothers as a member of the executive committee responsible for North American operations.

Clark serves on the board of the Foundation for Financial Planning, and the Arizona State University W.P. Carey School of Business, Center for Services Leadership. He is very involved in organizations in the Phoenix area, including serving as president of the Saguaro High School Football Foundation and as an active supporter of the Phoenix Children's Hospital.

Clark earned his Bachelor of Science in accounting from St. John's University in New York.

What is Bernard J. Clark's net worth?: The estimated net worth of Bernard J. Clark is at least $9.79 million as of June 12th, 2024. Mr. Clark owns 121,666 shares of Charles Schwab stock worth more than $9,789,246 as of November 20th. This net worth evaluation does not reflect any other investments that Mr. Clark may own. Learn More about Bernard J. Clark's net worth.
How do I contact Bernard J. Clark?: The corporate mailing address for Mr. Clark and other Charles Schwab executives is 211 MAIN STREET, SAN FRANCISCO CA, 94105. Charles Schwab can also be reached via phone at (817) 859-5000 and via email at [email protected]. Learn More on Bernard J. Clark's contact information.
Has Bernard J. Clark been buying or selling shares of Charles Schwab?: Bernard J. Clark has not been actively trading shares of Charles Schwab within the last three months. Most recently, Bernard J. Clark sold 8,164 shares of the business's stock in a transaction on Wednesday, June 12th. The shares were sold at an average price of $75.00, for a transaction totalling $612,300.00. Following the completion of the sale, the insider now directly owns 121,666 shares of the company's stock, valued at $9,124,950. Learn More on Bernard J. Clark's trading history.
Who are Charles Schwab's active insiders?: Charles Schwab's insider roster includes Walter Bettinger (CEO), Marianne Brown (Director), Marie Chandoha (CEO), Bernard Clark (EVP), Jonathan Craig (EVP), Peter Crawford (CFO), Joan Dea (Director), Christopher Dodds (Director), Mark Goldfarb (Director), William Haraf (Director), Frank Herringer (Director), Terri Kallsen (EVP), Joseph Martinetto (COO), Stephen McLin (Director), Peter Morgan, III (EVP), Nigel Murtagh (EVP), Todd Ricketts (Director), Charles Ruffel (Director), Charles Schwab (Chairman), Carolyn Schwab-Pomerantz (Director), Paula Sneed (Director), Roger Walther (Director), Paul Woolway (Managing Director, Chief Banking Officer), and Richard Wurster (President). Learn More on Charles Schwab's active insiders.
Are insiders buying or selling shares of Charles Schwab?: In the last twelve months, Charles Schwab insiders bought shares 2 times. They purchased a total of 35,000 shares worth more than $2,277,000.00. In the last twelve months, insiders at the financial services provider sold shares 43 times. They sold a total of 1,102,182 shares worth more than $78,700,415.38. The most recent insider tranaction occured on November, 18th when Director Christopher V Dodds sold 9,284 shares worth more than $755,996.12. Insiders at Charles Schwab own 6.6% of the company. Learn More about insider trades at Charles Schwab.
Information on this page was last updated on 11/18/2024.

Bernard J. Clark Insider Trading History at Charles Schwab

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
6/12/2024	Sell	8,164	$75.00	$612,300.00	121,666
5/28/2024	Sell	77,431	$70.94	$5,492,955.14	121,666
3/17/2023	Buy	5,000	$54.83	$274,150.00	120,653
10/25/2021	Sell	300	$84.00	$25,200.00
10/11/2021	Sell	29,977	$78.16	$2,343,002.32
3/4/2021	Sell	9,883	$64.81	$640,517.23
1/11/2021	Sell	29,976	$60.01	$1,798,859.76
11/17/2020	Sell	101,188	$48.83	$4,941,010.04
3/6/2020	Sell	12,629	$32.94	$415,999.26
12/12/2019	Sell	28,078	$51.00	$1,431,978.00
12/4/2017	Sell	50,444	$50.52	$2,548,430.88
9/27/2017	Sell	75,244	$43.98	$3,309,231.12
6/29/2017	Sell	400	$44.00	$17,600.00
3/8/2017	Sell	5,038	$42.20	$212,603.60
3/6/2017	Sell	5,098	$42.08	$214,523.84
3/1/2017	Sell	35,930	$43.08	$1,547,864.40
1/25/2017	Sell	16,631	$42.29	$703,324.99
1/24/2017	Sell	25,300	$42.03	$1,063,359.00
11/22/2016	Sell	63,256	$38.14	$2,412,583.84
3/3/2016	Sell	10,073	$26.64	$268,344.72
12/4/2015	Sell	25,987	$34.50	$896,551.50	25,987
11/6/2015	Sell	31,783	$33.34	$1,059,645.22
8/25/2015	Sell	45,000	$30.08	$1,353,600.00
8/25/2014	Sell	26,115	$28.98	$756,812.70
5/31/2013	Sell	25,986	$20.21	$525,177.06
3/13/2013	Sell	5,000	$18.00	$90,000.00
2/15/2013	Sell	7,000	$16.82	$117,740.00

Bernard J. Clark Buying and Selling Activity at Charles Schwab

Charles Schwab Company Overview

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Today's Range

Now: $80.46

$79.42

$80.52

50 Day Range

MA: $69.79

$61.74

$81.40

2 Week Range

Now: $80.46

$55.42

$82.50

Volume

5,789,516 shs

Average Volume

8,249,559 shs

Market Capitalization

$143.19 billion

P/E Ratio

31.43

Dividend Yield

1.25%

Beta

0.96

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