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
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July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now