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
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
US-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read Now
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
Should you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read Now
Financial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
How to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read Now
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Year-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read Now
Mind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read NowToto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowUS-Canada trade escalation: Why autos and oil matter more than today’s tariffs
September 2, 2026U.S.–Canada tariffs may have limited near-term economic impacts, but a further shift in policy – especially in autos or energy – could complicate the inflation and growth outlook.Read NowNew York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read NowShould you convert your traditional IRA to a Roth IRA?
September 1, 2026Converting from a traditional IRA to a Roth IRA is a significant decision that requires careful planning. Here are some things to consider.Read NowFinancial advisor checklist: Questions to consider before talking to your advisor
August 31, 2026Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowHow to unlock cash from the Great Wealth Transfer without selling assets
August 31, 2026Great Wealth Transfer heirs may face urgent cash needs that lead them to sell assets prematurely. But a strategic borrowing approach can help preserve your inheritance.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 31, 2026The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowYear-end planning for business owners
August 31, 2026Proactive year-end planning may help business owners reduce their tax bill, identify potential deductions and set their businesses up for a profitable new year.Read NowMind your business: How to keep your company cybersecure
August 31, 2026Cybercrime is rising. Learn practical steps to strengthen your business cybersecurity plan, protect accounts and data, and reduce the risks of phishing and ransomware.Read Now