Meet The Team

Mike Clark

Managing Director & Senior Portfolio Advisor

Serving public entities since 1993

Professional: Mr. Clark entered the municipal bond market in 1993 and has extensive experience in both the primary and secondary fixed income markets. His role is providing strategic trade proposals and executing transactions with broker-dealers on our clients’ behalf. Mike’s depth of knowledge on market value and inventory positions ensures that clients get the best execution on transactions.
Educational:
Oregon State University, Business Administration
Licenses:
Series 63, and 65 licenses from the Financial Industry Regulatory Authority (FINRA)
An Investment Advisory Representative since 2015
Investment Advisor License 2015, FINRA Licenses: 63 & 65