Mr. Clarkson is a Senior Vice President and a Director in Bernstein’s Wealth Strategies Group. As a member of Bernstein’s Foundation and Institutional Advisory Services team, he works with donors and nonprofits nationwide to ensure their finances are best positioned to fulfill their mission. He has expertise in a variety of complex investment planning issues, including charitable giving, selling a business, retirement planning, multigenerational wealth transfer, and diversification of concentrated stock and option portfolios. Mr. Clarkson is a frequent lecturer to groups of tax and legal professionals and charitable organizations throughout the western United States. He has given educational seminars for the Los Angeles Council of Charitable Gift Planners – Western Regional Planned Giving Conference, USC Tax Institute, Advisors in Philanthropy, Colorado Society of CPAs, Estate Planning Council of San Diego, Hawaii Tax Institute, and Greater Washington Society of CPAs. Mr. Clarkson joined the firm in 1995 and has been a member of the Wealth Strategies Group since 1998. He earned a BA with high honors in business/economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charter holder.
