Patrick Clarke founded a small financial planning firm in the 1970s; since then, the firm has grown into a constellation of companies under the NorthStar Financial Services umbrella, with some 700 employees overseeing nearly $300 billion in assets, either under management or administration.
Patrick’s three sons, who run different divisions of the company, have promised the spirit of their father’s intentions remains intact. Today, Todd runs CLS Investments, an ETF strategist that manages $6.5 billion for over 2,000 advisors; Eric runs Orion Advisor Services, a home-grown portfolio accounting and performance platform now used by over 600 firms and overseeing $209 billion in assets under administration; and Brett runs Blu Giant, a creative services firm that produces branding, social media, video, print and websites for advisors.
This month, we profiled the Clarke clan and how the family built the business over the years. Here are seven things you may not know about the Clarke brothers and NorthStar…