GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Patrick Schultz
Patrick Schultz is a Senior Wealth Planner at Clark Capital Management Group. In this role, Patrick works closely with clients’ legal and tax advisors to provide client-facing expertise across a wide range of wealth planning strategies. He...
ABOUT PATRICK
Patrick Schultz is a Senior Wealth Planner at Clark Capital Management Group. In this role, Patrick works closely with clients’ legal and tax advisors to provide client-facing expertise across a wide range of wealth planning strategies. He specializes in estate and tax planning strategies, charitable planning, executive and equity compensation planning, business succession planning, pre- and post-transactional planning, concentrated position management, and other personal planning strategies.
Prior to joining Clark Capital Management, Patrick led the Central Division of J.P. Morgan Wealth Management’s Wealth Planning and Advice Team, where he oversaw the delivery of a holistic wealth management experience to advisors and their clients.
Patrick earned a B.A. in history from the University of Wisconsin – Milwaukee and a J.D. from Marquette University Law School. He holds both the Certified Exit Planning Advisor (CEPA) designation and the FINRA Series 7 and 66 licenses.