As we close out an exciting and memorable year at Clark Capital, we’re reflecting on the progress we’ve made together deepening relationships, educating clients, strengthening our industry, and investing in our people and communities. Here are some of the moments that defined 2025.
Empowering Advisors Through Insight and Connection
Welcome to Philly Due Diligence Meetings Build Community and Drive Growth
At Clark Capital, we’ve transformed routine due diligence meetings into meaningful experiences that build trust, transparency, and connection. In 2025, we hosted 30 award-winning “Welcome to Philly” due diligence sessions bringing together more than 300 advisors for open dialogue, education, and collaboration.
Webcasts Educate, Inform, and Entertain
With webcast series like Market Recaps, Monthly Moves, and our award-winning flagship Live From Philly, Clark Capital offers independent advisors several opportunities each month for real-time insights, actionable strategies, and authentic connection. Savvy advisors tune in early to guess the song pianist Phil Selesnick plays in our live musical intro.
Enjoy this clip of Phil in action as he puts his spin on some holiday classics!
Join us on January 13 at 4:00 p.m. ET for Clark Capital’s 2025 Market Outlook featuring Chief Investment Officer Sean Clark. This webcast is also approved for one hour of CFP® CE credit.
Refreshed Brand and a New, Modern Website
As the year began, we introduced a comprehensive brand refresh, including a modern website and updated proposals, portfolio analysis documents, presentations, and more. The result is a more consistent experience that helps advisors find the insights they need faster.
Strengthening Our Industry for This Generation and the Next
Interns Making a Difference
This summer, Clark Capital hosted 15 interns from schools around the country including Arizona, Colorado, Miami, Princeton, and Villanova. From contributing across the firm to giving back through meaningful volunteer work with SquashSmarts and Share Food Philly, they made a real impact. We look forward to welcoming another group of ambitious interns in 2026!
Welcoming the WIN Network
In August, Clark Capital was proud to host the Women in Investing Network (WIN) of Philadelphia’s event, “Mastering the Art of Making Intentional Connections,” where our own Shelby Anderson advised a packed house on how to network with purpose. We look forward to another year of working with WIN to build more purposeful connections that inspire growth, collaboration, and impact.
Building Community Inside and Outside Our Doors
Lucky Number Seven – Clark Capital Recognized as a Best Place to Work
Clark Capital was recognized by the Philadelphia Business Journal as one of the “Best Places to Work” for the seventh consecutive year! Our team’s dedication, collaboration, and passion for excellence have made Clark Capital a place where innovation and growth thrive.
Clark Capital Cares
Clark Capital employees are passionately committed to serving our community. Inspired by ideas for giving back from our employees and partners, our team proudly supported over 17 charitable organizations with hundreds of hours of volunteer time and more than $180,000 in donations in 2025.
Finding Time for Fun
Whether it’s our company golf outings, trips to Phillies and Flyers games, paint and sip events in Harry’s Café, or the annual holiday party, Clark Capital employees know how to have a good time. When our team connects and has fun together, it deepens the collaboration that fuels outstanding client service.
Wishing You a Happy and Healthy New Year
Thank you for your continued partnership and trust. We are honored to support you and your clients, and we look forward to building on this year’s momentum together. From all of us at Clark Capital, we wish you and your families a joyful and healthy New Year.
Important Disclosures:
The opinions referenced are as of the date of publication and are subject to change without notice. This content is for informational use only and is not intended to be investment advice. Clark Capital Management Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Clark Capital’s investment advisory services can be found in its Form ADV and/or CRS, which are available upon request.
Gramercy Institute Asset Management Marketing Awards
This award evaluates asset management marketing work according to branding, corporate communications, content marketing, marketing strategy, experiential marketing, and other benchmarks of asset management marketing success. Eligibility included any company (agency, publisher, financial firm, marketing services provider) that had conceived and/or executed asset management marketing from 4/1/2024 – 10/31/2025 that was either targeted at or executed for the benefit of an asset management firm. Judging was conducted by a panel of financial services marketing leaders from the world’s top financial, media and marketing brands. A nomination fee of $375.00 was paid to Gramercy for consideration of the 2025 Asset Management Marketing Awards – Experiential Marketing category. This award is not indicative of Clark Capital’s future performance, nor may it be representative of any one client’s experience. For more information, see https://www.gramercyinstitute.com/2025-amma-winners-11-18-25
Gramercy Institute Financial Content Marketing Awards
This award evaluates asset management marketing work according to creative excellence, content marketing, media strategy, marketing strategy, experiential marketing and other benchmarks of asset management marketing success. Eligibility included any company (agency, publisher, financial firm, marketing services provider) that had conceived and/or executed asset management marketing from 4/1/2024 – 10/31/2025 that was either targeted at or executed for the benefit of an asset management firm. Judging was conducted by a panel of financial services marketing leaders from the world’s top financial, media and marketing brands, including Clark Capital’s SVP, Head of Marketing, Patty Quinn McAuley. A nomination fee of $375.00 was paid to Gramercy for consideration of the 2025 Financial Content Marketing Awards – Single Country Asset Management – Business-to-Business category. This award is not indicative of Clark Capital’s future performance, nor may it be representative of any one client’s experience. For more information, see https://www.gramercyinstitute.com/winners-2025-content-mktg-awards.
Philadelphia Business Journal’s Best Places to Work
The Best Places to Work survey measures key areas that make up an organization’s culture. These range from compensation and benefits to trust in senior leadership. The survey also measures the level of engagement exhibited by employees, known as employee engagement. Each question on the Best Places to Work survey is associated with a response option; each response option is associated with a numerical value. The survey uses these numerical values to profile employees and calculate an overall score, which is used to determine each organization’s rank.
