Clarke LeavertonClarke LeavertonManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Clarke
Clarke Leaverton is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As a partner within The Leaverton Strahan Team, Clarke guides multigenerational families, businesses, and nonprofit organizations in pursuing their goals with greater purpose and direction, smoothing a path to their objectives. With more than four decades of experience, Clarke offers a level of strategic insight and practical knowledge that is difficult to replicate. He enjoys a natural ability to connect with others, appreciating their priorities and quickly becoming a trusted member of their inner circle.
Clarke points to the continuity of his team as a key differentiator for clients. That stability, he notes, has allowed Clarke and his colleagues to develop deep relationships with clients—sometimes spanning three generations within a single family. His team is well versed in the many intersecting disciplines that constitute client wealth—from investment management and financial planning, through business succession, lending, and tax-sensitive wealth transfer.
Among Clarke's greatest career satisfactions has been the ability to see clients fulfill their ambitions—whether a stress-free retirement, the sale of a business, higher education for children or grandchildren, or a first or second home. Clients from varied paths have sought Clarke's advice, including high-net-worth individuals, families, trusts, foundations, businesses and ERISA plans. To each of these relationships, Clarke has brought dependability and a balanced perspective, guiding clients toward a more secure financial future that reflects their distinctive interests.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Clarke was a Managing Director and Wealth Manager with First Republic Investment Management. Earlier, he spent more than 30 years at Merrill Lynch, where he was a Senior Vice President, Investments. He earned his B.S. in Economics and Mathematics from the University of Puget Sound and also studied those two disciplines at the University of California, Santa Barbara.
Clarke and his wife Leeann enjoy spending time with their three adult children and eight grandchildren. In his free hours, Clarke enjoys skiing, golf and fly fishing.
Insights
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
The 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now