Profile
Mr. Eric Clark is President & Chief Operating Officer at Rinehart Wealth Management.
He joined Rinehart Wealth in 1999 after 13 years with Bank of America and its predecessors.
During his tenure with Bank of America, his responsibilities included banking center management, process re-engineering, new product development, project management and consumer product marketing.
In addition to managing his clients’ finances, he is responsible for the daily operations of our firm.
Mr. Clark received a graduate degree from University of Kentucky in 1985, he earned his Masters in Business Administration from Wake Forest University’s Babcock School of Management in 1999.
He is a Certified Financial Planner Certificant and a Corporate Professional of the National Association of Personal Financial Advisors.
He is a member of the Board of the Community Weekday School, a program of the Episcopal Diocese of North Carolina, and Christ Episcopal Church volunteer coordinator for the Men’s Emergency Winter Shelter.
Former positions of Eric William Clark
Companies | Position | End |
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First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | President | 31/01/2013 |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 30/12/1998 |
Training of Eric William Clark
Wake Forest University | Masters Business Admin |
University of Kentucky | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Private companies | 1 |
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First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Finance |
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