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Clark Stossel

WhartonHill Investment Advisors


Member profile details

First name
Last name
WhartonHill Investment Advisors
Managing Partner

Additional Membership Information

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Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Investments
Professional Bio
Clark is Managing Partner at WhartonHill Investment Advisors and focuses his efforts on establishing standards for client engagement and discovery of solutions for the financial needs of each family we partner with. Previously, Clark worked at BNY Mellon Wealth Management and Bessemer Trust, where he was part of a team responsible for founding the Denver, CO office in 2009. In these prior roles, he worked directly with select individuals and families to understand their objectives and provide sophisticated investment management, wealth transfer, and tax planning strategies. Clark received a bachelor's degree from West Virginia University and holds the Certified Trust and Financial Advisor designation.

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and WhartonHill Investment Advisors are not affiliated.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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