Meet OUR Team
JASON CLARK, CFA
Co-Founder, Executive Director – Wealth
Jason serves as the Executive Director of Value87 Investment Partners, where he also serves as a portfolio manager and wealth advisor, overseeing investment strategies and partnering with clients as they pursue their long-term financial goals. He combines executive leadership with hands-on portfolio management to deliver personalized wealth solutions for individuals and their families.
Previously, Jason joined Al Frank Asset Management in 2007 and Kovitz Investment Group in 2018, serving as a research analyst, portfolio manager and voting member of the firm’s Investment Committee.
After serving in the United States Navy, Jason earned a bachelor’s degree in finance, summa cum laude, from the University of West Florida. He is a CFA charterholder and a member of the CFA Society of Orange County.
Mariner is a brand utilized by Mariner Platform Solutions (“MPS”), an SEC-registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives (“IAR”) registered with MPS.
The IAR associated with MPS maintains a separate business entity, Mosaic Value Partners, through which they market their services. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. MPS does not provide legal or tax advice. Please refer to the links below for additional information.
All Rights Reserved