Aaron Clark, CFA, CPA
Designations and Licenses
Aaron holds the Chartered Financial Analyst® designation and is a Certified Public Accountant.
Experience and Education
As managing director, Aaron co-manages all aspects of portfolio management, security selection and client support for our institutional cash management group. He joins Mariner Wealth Advisors most recently from BOK Financial Securities where he co-led the corporate cash investments group. Prior to that, he was director of equity research for a hedge fund and portfolio management for J.P. Morgan. He started his career in public accounting.
Aaron has a bachelor’s degree in accounting from the University of Tulsa.
In his free time, Aaron enjoys golf and fitness.