Scott Clark
Managing Director at AllocateRite
New York City Metropolitan Area
Overview
Work Experience
Managing Director
2024 - Current
AllocateRite is a data science company, with financial domain expertise, that has an ensemble of next generation AI driven global wealth and asset management platforms. Built natively from the ground up with secure and scalable, cloud-based solutions and modular API's. The powerful combination of data science and AI is present in many of its core functionalities from Financial Planning and Portfolio Management to an Intelligent Order Management System. With it's novel AI agent "Newt", advisors can automate workflows such as portfolio personalization, rebalancing, tax loss harvesting, IPS management, risk management and reveal relevant insights with intelligent search into securities and portfolios, with access to real-time, dynamic pricing of over 450k securities including equities and fixed income (treasury, agency, corporate and munis) • Allocaterite (www.Allocaterite.ai) is an end-to-end institutional platform for asset and wealth management, RIAs, CIOs and Family Offices. • Investall App (www.investall.ai) is a personal finance and investment app for the mass affluent. The company is domiciled in the financial district of NYC.
LP
2014
Operationally-focused lower-middle market investment firm partnering with family-owned businesses or companies benefiting from the growth of the U.S. Hispanic population within our dedicated sectors
At AUA Private Equity, they seek to achieve superior, risk-adjusted returns by harnessing their private equity and operating expertise to
LP
2013
With roots at MIT and Harvard, Romulus Capital is young, entrepreneurial, and established. We have a powerful investor base from around the world. Romulus was started by passionate entrepreneurs like yourself and is not a second career; we utilize our deep expertise at the seed stage, strategic focus, and global networks to help build technology businesses. We are uniquely positioned to help early-stage companies engineer strong foundations and to partner with them through every battle, charging toward successful outcomes.
Romulus Capital is an American seed- and early-stage venture capital fund that invests in technology companies.
Managing Director / Principal
2018 - 2023
ASYMmetric ETFs™, LLC is an investment adviser seeking to transform the way Main Street invests by providing a new approach to wealth creation through capital preservation. Through its proprietary ASYMmetric Risk Management TechnologyTM, ASYMmetric ETFs captured an institutionally vetted quantitative long/short hedging strategy that seek to deliver positive returns in bear and bull markets in ETFs.
ASYMmetric ETFs is in a quiet period…stayed tuned!
Managing Director, Business Development
2011 - 2018
An early-stage foreign exchange dark pool and electronic trading technology company designed for large institutional clients and which will eventually include fixed income, energy and commodities asset classes. We are partnered with Bloomberg, LP.
Advisor
2014 - 2017
Oomba Inc. is a specialized E- Sports social media company that is creating an interactive social network for tournaments, leagues and teams. Oomba revolutionizes how people organize sports and games by melding software as a service with a social network. Nolan Bushnell, the founder of Atari and Chuck E. Cheese, is one of the cofounders.
Vice President, California Emissions Markets
2008 - 2011
www.Evomarkets.com Evolution Markets is a leader in environmental commodities and alternative energy finance. The firm specializes in emissions, carbon credit and renewable energy credit trading as well as the financing of alternative & renewable energy projects.
Evolution Markets is a financial services firm that helps with transacting environmental commodities.
Sr VP Institutional Fixed Income Sales
2006 - 2007
Institutional Fixed Income/Capital Markets
VP Institutional Fixed Income Sales
1994 - 2006