Clark Capital Management Group
Jacob Whitmoyer has extensive experience in client portfolio analysis and tax transition strategies. Jacob has worked at Clark Capital Management Group, overseeing interdepartmental book review processes and conducting advisor calls. Jacob has also been involved in major technological overhauls and presented reports on economic trends and investments. Additionally, Jacob has experience in sales and service roles at Baldwin Brass Center, managing client relationships and growing revenue. Jacob holds a Bachelor of Arts in Economics from Franklin & Marshall College.
This person is not in the org chart
This person is not in any teams
Clark Capital Management Group
Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans. Clark Capital Management Group strives to deliver premium investment solutions, innovative strategies and techniques and superior service to successful financial advisors and their clients. We believe this allows advisors to focus on their most valuable role: understanding their clients’ needs and helping them achieve financial security. We seek to partner with only the most experienced and knowledgeable financial advisors. Our Navigator Investment Solutions are tailored to the unique requirements of high net worth individuals, corporations, foundations, and retirement plans.