Max Daugherty

Platform Consultant at Clark Capital Management Group

Max Daugherty is a finance professional currently serving as a Platform Consultant at Clark Capital Management Group since January 2024, specializing in internal sales consultation. Prior experience includes a position as a Client Service Associate at J.P. Morgan Private Bank from July 2022 to January 2024, and an Investment Research Analyst role at Blueberg Capital Trading, where responsibilities involved navigating equity, commodity, and futures markets while analyzing proprietary trading strategies. Earlier experience encompasses a CX Product and Strategy Internship at Lincoln Financial Group, a Human Capital Management Consultant role at Trust Point Payroll, and Golf Course Management at Aronimink Golf Club. Max Daugherty holds a Bachelor's degree in Finance, Professional Selling, and Sales Management from the University of Delaware, graduated in 2022.

Location

Philadelphia, United States

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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.


Employees

51-200

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