Clark Winter

Professional Focus

• More than 40 years’ experience in finance as an executive, consultant and advisor to C-level leaders and global institutions
• In-depth strategic expertise in investing, asset management, portfolio management, wealth management and private banking
• Extensive international experience through leadership and advisory roles with organizations in high-growth financial markets across Europe, Asia, the Middle East and Latin America
• Frequent guest commentator for CNBC’s Worldwide Exchange, Bloomberg Television, Fox Business Network, New Delhi Television, CNN en Español and Globo Economia
• Senior Lecturer at IESE Business School in Barcelona, Spain
• Author of The Either/Or Investor: How to Succeed in Global Investing, One Decision at a Time (Random House)
• Native English, fluent in Spanish

Business Expertise

• Founder and President of global investment research and strategy firm Winter Enterprises, New York
• Advisory Board Member of Pickering Energy Partners (formerly Tudor, Pickering, Holt & Co.), a Houston-based investment and merchant bank focused on the energy industry
• Founder and Contributor at CW Insights
• Managing Director, Director of Global Portfolio Strategy, Goldman Sachs, New York
• Chief Global Investment Strategist at Citi, New York; focused on Global Wealth Management, including Citi Private Bank and Smith Barney
• Founder and CEO of Winter Capital International, New York
• President, GAM U.S. of Global Asset Management (GAM), New York
• Managing Director at JPMorgan Chase & Co., New York, Mexico City and Madrid, Spain; opened and managed Madrid and Mexico City offices

Sector Expertise

• Financial Services
• Financial Consulting
• Banking & Capital Markets
• Asset Management
• Wealth Management & Private Banking

Education & Certifications

• Bachelor’s degree from Ohio Wesleyan University

Affiliations & Awards

• Board Member, Harvard Kennedy School Belfer Center for Science and International Affairs, Cambridge, MA
• Member, Committee of Photography, Museum of Modern Art (MoMA), New York
• Trustee, American Friends of the British Museum, London
• Trustee, Andrea Frank Foundation, New York
• Chairman Emeritus, Mexican Cultural Institute of New York
• Chairman Emeritus, Queen Sofia Spanish Institute, New York