Dennis Clark

Dennis Clark is Managing Director at Shelton Capital Management in San Francisco, CA, where he leads sales, marketing, and strategic initiatives for the firm. He is responsible for driving the distribution of multi-strategy asset management solutions, including mutual funds and separate accounts, through intermediary channels such as wealth managers, retirement plans, and individual investors. His expertise spans digital marketing and client relationship management, ensuring the firm's offerings reach a broad and diverse clientele.

Clark specializes in the distribution of investment products across the wealth management and retirement plan sectors, with a focus on multi-strategy solutions and fiduciary services for 401(k) plans. His work emphasizes authentic client service, compliance, and the development of tailored investment strategies for high-net-worth individuals and institutional clients. He has been instrumental in expanding the firm's digital presence and optimizing its marketing efforts to meet evolving industry demands.

With over 35 years of experience in the financial services industry, Clark previously served as President of Advisor Partners, LLC, and held senior executive roles at Charles Schwab & Co., where he contributed to the growth of assets directed to Schwab by independent registered investment advisors. He holds a Bachelor of Science in Finance from the University of Oregon and is recognized for his leadership in investment management, client service, and strategic growth initiatives. His career is marked by a commitment to innovation, client satisfaction, and professional excellence.