Carol A. Clark, CFA –
With 28 years of financial markets experience, Carol founded OnCenter to provide clients with the truly independent, ethical, transparent investment guidance needed in today’s market.
She has worked across a variety of traditional and alternative investment classes ranging from private equity and venture capital to public equities and fixed income. Throughout her career, she has concentrated on identifying investment opportunities that offer the most advantageous fee structures while providing the greatest opportunity for long-term growth. Her extensive financial background was obtained through decades of capital markets experience. She was involved with the private equity markets for over 11 years as a Vice President at BioEnterprise where she served as Managing Director of the Medical Growth Fund, a targeted private equity fund for high net worth investors. Prior to BioEnterprise, Carol was Managing Director and Portfolio Manager of the Financial Institutions division at Bank of Boston where she managed a $2 Billion portfolio.
Carol is also an active member of her community, serving on the Industry Advisory Board for the Cornell Center for Technology Transfer and formerly on the Board of Directors of Montefiore, a non-profit healthcare services and living facilities center for seniors. She has served as guest lecturer on Finance at the Weatherhead School of Management at Case Western Reserve University, teaches a Personal Finance course at Chautauqua Institution and created a financial literacy program for disadvantaged Cleveland youth.
Her career in the investment field began in the corporate finance department of Aetna Life & Casualty, where she was an Investment Analyst for a broad cross section of industries. She received her B.A. from Wesleyan University, her M.B.A. in finance from Cornell University, and is a CFA charterholder, the highest distinction in the investment management profession.