Clark Blackman III, CPA/PFS, CFP®, CFA is a Principal of Patriot Wealth Management, Inc., a Registered Investment Advisor. He has approximately 5 years of experience in the investment management industry

Prior to joining Patriot, Clark was an analyst at MBR Financial, Inc. In this role, Clark served on the Investment Committee, worked alongside the Chief Investment Officer in developing asset allocation strategies for clients, conducted due diligence on fund managers, and assisted firm partners in developing financial plans for high net worth individuals. Clark also served as the head of trading, billing, portfolio accounting, and GIPS compliance.

At Patriot, Clark’s focus will be on providing investment management solutions and financial planning services to high net worth individuals. Specifically, he will work with clients to develop a comprehensive financial plan tailored to each client’s unique needs in the areas of cash flow management, tax planning, employee benefits, retirement planning, and estate planning.

Clark received his Bachelor of Business Administration in Accounting from Texas A&M University. He also received a Master of Science in Finance at Texas A&M University. He has been a Certified Public Accountant since 2010, a CERTIFIED FINANCIAL PLANNER™ since 2015, and a Chartered Financial Analyst (CFA) since 2015. He is a member of the American Institute of Certified Public Accountants and the Houston CFA Society.

Clark began his career at Deloitte Tax, LLP where he advanced to the level of senior tax consultant in the Private Client Advisory Group.

Please review Important Disclosure Information set forth in the last section of this website.

Copyright 2004-2012 Patriot Wealth Management, Inc. All Rights Reserved. Privacy Notice.