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JC

Jeff Clark

Orange Axis
President
Jeffrey B. Clark, Jr., CFP is a Principal of OrangeAxis and has more than 20 years’ experience in investments and portfolio management.

Jeff graduated with a Finance degree from Florida State University in 1991 and an MBA from Rollins College in 1996. He helped launch the STI Classic Funds and was a client service advisor at SunTrust, working in the institutional investments department – formerly known as STI Capital Management – from 1993 to 1996. Jeff left SunTrust to help launch First Rate Investment Systems, a portfolio analytics and reporting tool used today by most of the largest custodial institutions in the United States. In 2005, Jeff joined Sendero Wealth Management and spent the next eight years managing portfolios for high
net worth clients in Central Texas. 

Jeff is a Certified Financial Planner (CFP®) and a licensed broker-dealer, with a passion for improving
communications between advisors and their clients.

My Speakers Sessions

Friday, October 10
 

10:30am