Terri D. Klatzkin
Portfolio Manager-Equities at Clark Enterprises, Inc. (Wealth Management)
Profile
Terri D.
Klatzkin is Senior Vice President of Clark Enterprises, Inc. She is a financial executive with 40 years of experience.
She heads the Wealth Management Department of Clark Enterprises and has been with the company for over 35 years.
She is involved in many aspects of the company including strategic and tax planning, wealth management, risk management, asset protection and management, family office management and investments.
Ms. Klatzkin is a magna cum laude graduate of Towson University with a BS in Accounting.
Terri D. Klatzkin active positions
Companies | Position | Start |
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Clark Enterprises, Inc. (Wealth Management)
Clark Enterprises, Inc. (Wealth Management) Investment ManagersFinance Clark Enterprises, Inc. (Wealth Management) (Clark Enterprises-WM) is the wealth management division of Clark Enterprises, Inc., an investment company headquartered in Chevy Chase, Maryland. The firm was founded in 1972 by A. James Clark. Clark Enterprises-WM manages investments for private clients. | Portfolio Manager-Equities | - |
Clark Enterprises, Inc.
Clark Enterprises, Inc. Investment ManagersFinance Clark Enterprises, Inc. engages in investment activities. The firm provides its services to real estate investments, commercial, residential construction companies, venture capital and private equity businesses. The company was founded by Alfred James Clark in 1972 and is headquartered in Bethesda, MD. | Corporate Officer/Principal | - |
Training of Terri D. Klatzkin
Towson University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Clark Enterprises, Inc. (Wealth Management)
Clark Enterprises, Inc. (Wealth Management) Investment ManagersFinance Clark Enterprises, Inc. (Wealth Management) (Clark Enterprises-WM) is the wealth management division of Clark Enterprises, Inc., an investment company headquartered in Chevy Chase, Maryland. The firm was founded in 1972 by A. James Clark. Clark Enterprises-WM manages investments for private clients. | Finance |
Clark Enterprises, Inc.
Clark Enterprises, Inc. Investment ManagersFinance Clark Enterprises, Inc. engages in investment activities. The firm provides its services to real estate investments, commercial, residential construction companies, venture capital and private equity businesses. The company was founded by Alfred James Clark in 1972 and is headquartered in Bethesda, MD. | Finance |
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