Bernard J.  Clark net worth and biography

Bernard Clark Biography and Net Worth

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 $9.88 million as of June 12th, 2024. Mr. Clark owns 121,666 shares of Charles Schwab stock worth more than $9,877,089 as of February 18th. 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 investor.relations@schwab.com. 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 over the course of the past ninety days. 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 Jonathan Beatty (Managing Director, Head of Advisor Services), 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 (Founder & Co-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 41 times. They sold a total of 1,482,055 shares worth more than $111,983,694.64. The most recent insider tranaction occured on February, 12th when Chairman Walter W Bettinger sold 464,629 shares worth more than $38,057,761.39. 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 2/12/2025.

Bernard J. Clark Insider Trading History at Charles Schwab

Bernard J. Clark Buying and Selling Activity at Charles Schwab

This chart shows Bernard J Clark's buying and selling at Charles Schwab by year and by quarter.

Skip ChartChart Data in Insider Trading History Table
2022202320242025$0bought$0soldQ1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1-$6M-$4M-$2M$0$2M$4M$6MTotal Insider BuyingTotal Insider Selling

Charles Schwab Company Overview

Charles Schwab logo
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.
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Today's Range

Now: $81.49
Low: $80.89
High: $81.76

50 Day Range

MA: $78.01
Low: $72.15
High: $83.62

2 Week Range

Now: $81.49
Low: $61.01
High: $84.50

Volume

9,763,609 shs

Average Volume

12,695,886 shs

Market Capitalization

$145.02 billion

P/E Ratio

27.25

Dividend Yield

1.20%

Beta

0.99