Meet Thomas Duffy, CFA®
Senior Client Portfolio Manager
Thomas is a Senior Client Portfolio Manager at Clark Capital Management Group. In collaboration with financial advisors and Clark Capital’s Investment Consultants, he constructs highly personalized investment solutions for high net worth clients. Thomas works with elite financial advisors in providing an elevated investment experience delivered with a level of concierge service that high net worth individuals expect.
Thomas began his career in the investment industry in 2000 with Datek Online and spent the majority of his career at Merrill Lynch and BlackRock. Thomas is a graduate of Marywood University and holds a Post-Baccalaureate Certificate from The Wharton School of the University of Pennsylvania. He is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA® Institute and CFA® Society Philadelphia. Thomas holds the FINRA Series 7, 63, and 65 licenses.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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