Profile
Mr. Bradley W.
Clark, CFA MBA, is a Partner & Chief Investment Officer at Paladin Advisory Group LLC (Iowa).
He is a Co-founder of Paladin Wealth Partners and is the firm's Managing Partner.
Mr. Clark has over 20 years of diverse financial industry experience focused on providing solutions for family and institutional clients.
Prior to forming Paladin, he was President and Chief Investment Officer of HJN Advisors, where he directed the firm’s investment strategies and was a key partner with clients in helping them identify and achieve goals for their wealth.
His experience also includes leadership roles managing client assets for U.S.
Bank, Aviva Investors, and OFS Capital.
Brad began his career with McGladrey & Pullen, LLP in Chicago, IL.
He holds a Bachelor of Arts degree in Accounting from the University of Northern Iowa and a MBA (with Distinction) from the Kellstadt Graduate School of Business at DePaul University.
Mr. Clark has earned the right to use the Chartered Financial Analyst (CFA) designation and is licensed as a CPA in the State of Iowa.
Brad Clark active positions
| Companies | Position | Start |
|---|---|---|
Paladin Advisory Group LLC (Iowa)
Paladin Advisory Group LLC (Iowa) Investment ManagersFinance Paladin’s investment philosophy is based on Modern Portfolio Theory which places particular emphasis on optimizing risk taking with return potential across client's investment assets. With this intent, the firm aims to design portfolios that benefit from balanced risk taking across global capital markets. | Founder | 2015-12-31 |
Training of Brad Clark
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
University of Northern Iowa
University of Northern Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kellstadt Graduate School of Business
Kellstadt Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Paladin Advisory Group LLC (Iowa)
Paladin Advisory Group LLC (Iowa) Investment ManagersFinance Paladin’s investment philosophy is based on Modern Portfolio Theory which places particular emphasis on optimizing risk taking with return potential across client's investment assets. With this intent, the firm aims to design portfolios that benefit from balanced risk taking across global capital markets. | Finance |
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