Who We Are

To learn more about the people at Alpha Wealth Strategies click on the names below:

  • Clark M. Blackman II, Founder, Managing Member and CEO

    • Clark M. Blackman II is Founder and President of Alpha Wealth Strategies. He has been recognized by Worth magazine as one of the “Best Financial Advisors in America” from 1996 through 2004. In January, 2004, he was selected by Robb Report Worth publishers as one of “The Nation’s 100 Most Exclusive Wealth Advisors”. He has contributed to four books on financial and investment planning and fiduciary issues: “Tips from the Top – Targeted Advice from America’s Top Money Minds”; “Building a $1,000,000 Nest Egg”, “Prudent Investment Practices…A Handbook for Investment Fiduciaries”; and “The New Fiduciary Standard”.

      Clark was a National and Regional Director with Deloitte & Touche, LLP in the investment consulting services area. He has served on boards overseeing the investment practices of both Price Waterhouse and Deloitte and was one of 12 members of Deloitte’s Private Client Advisors Creative Services Committee, charged with identifying and developing wealth management strategies for the firm’s national estate planning, income tax and investment consulting practices. His clients have included CEO’s and other senior top executives of such companies as NCR, Kmart, Allied Signal, Shell Oil, Kelsey Hayes, Dana Corporation, Marathon Oil and Detroit Edison.

      Clark was one of eight experts serving on the national “Resource Panel” for the AICPA®’s (American Institute of Certified Public Accountants) Center for Investment Advisory Services and led the “Prudent Practices” Task Force responsible for the technical editing of “Prudent Investment Practices…A Handbook for Investment Fiduciaries”. He has served as chairman of the Executive Committee of the AICPA® Personal Financial Planning Division and participates on that organization’s Fiduciary and Professional Standards Task Forces. He was presented the “Distinguished Service to the Profession” award by the Houston CPA® ietSocy in 2004 and was inducted into the AICPA®’s Hall of Fame in October, 2005. Clark has been a featured speaker at numerous national conferences of the AICPA®, the Institute of Certified Financial Planners, the National Association of Personal Financial Advisors and the American Association of Individual Investors. He has written or co-authored over 50 articles on financial planning topics. He is a founding member and charter steering committee member of The Committee for the Fiduciary Standard and serves on the best practices board of the Institute for the Fiduciary Standard. Clark was named to Accounting Today's list of "100 Most Influential" people of 2011.

      Clark obtained his BBA degree in finance in 1979 from the University of Iowa Tippee College of Business (“With Distinction”) and received his graduate degree in accounting from the University of Iowa Graduate School in 1980. He has worked in the financial services industry since 1980 and has lived in Houston since 1995. Clark is a member of the CFA® Institute and the American Institute of Certified Public Accountants. A Texas Monthly Five Star Advisor since 2013, he is a 2018 recipient of the AICPA®'s coveted "Sustained Contribution Award."

      Clark is a former instructor for Rice University’s School of Continuing Studies Certified Financial Planner Certification Program. He also served on the Executive Committee and National Board of the United Methodist Reachout Mission by Youth and on the Endowment Fund Committee of Kingwood United Methodist Church. He has served on the Investment Committee of the Greater Houston Community Foundation since 1998 and its Budget and Planning Committee from 1996 through 1998. A resident of Kingwood, Texas, Clark is married and has two children.

  • Clark M. Blackman III, Member, Chief Operations Officer

    • Clark M. Blackman III ("CB3") is a member of Alpha Wealth Strategies Investment Advisory Board. The Investment Advisory Board meets quarterly to review and discuss fund and manager performance. His background in financial, tax and investment planning makes him eminently qualified to assist in the investment decision-making of the firm.

      Clark joined Alpha Wealth Strategies' Investment Committee in 2018. He has 10 years of combined experience working in tax, private wealth management, and running a business. Currently the Chief Financial Officer for Ag Installers, Inc. (a privately-held, $10 million revenue multi-state agricultural construction company), he brings substantial private-client and closely-held business owner experience to the Board.

      Clark is a CFA® charterholder since 2015, a Certified Public Accountant (CPA) since 2010, a Personal Financial Specialist (PFS) since 2013, and a CERTIFIED FINANCIAL PLANNERTM (CFP®) since 2015. He graduated from Texas A&M University in 2008 with a Bachelor of Business Administration degree in Accounting and a Master of Science degree in Finance.

      Upon graduating from Texas A&M University, Clark joined Deloitte Tax LLP in Houston, Texas and served for three years in their Private Client Advisory Group. In that role he planned, coordinated and reviewed the preparation of taxes for high net worth individuals, closely held corporations, partnerships, trusts, estates, and private foundations.

      Following his three years of providing sophisticated tax services to Deloitte clients, in 2011 Clark joined MBR Financial, a Houston-based private wealth advisory practice as a portfolio analyst and financial planner. In this role he assisted the Chief Investment Officer in portfolio construction, investment research, performance attribution, trading, and investment planning. He also served on the company’s Investment Committee.

      Clark became a Principal at Patriot Wealth Management, Inc., a Houston-based investment advisory firm, in 2016. He co-managed over 20 client families and provided comprehensive financial planning which included cash flow management, estate planning, income tax planning, life insurance consulting, asset allocation construction, and employee benefit analysis.

      He is an active member of the American Institute of Certified Public Accountants (AICPA®) and a founding member of the AICPA®'s Young Advisors Network. He has presented his views on topics pertaining to the next generation of CPA financial planners to professional audiences at AICPA® conferences and online webcasts and was honored with a Standing Ovation Award by the Personal Financial Planning Division of the AICPA® in 2016. An active member of the CFA Society Houston, he is responsible for starting the Society's very successful Mentoring Program in 2017.

      Clark resides in Sugar Land, Texas with his wife and two children.

  • Julia C. Blackman, Member, Management Information Systems Director

    • Julia C. Blackman is Chief Operating Officer of Alpha Wealth Strategies. She has substantial experience in project management, technology utilization, budgeting, forecasting, financial management, computer infrastructure and client service initiatives. Her specialized skills in project management, project planning and implementing strategic, long term goal initiatives bring value-added skills to every Alpha Wealth Strategies’ client. Her responsibilities include not only effectively and efficiently managing the administrative and daily operational elements of the firm, but teaming with the firm’s president to ensure daily and long term client service requirements are met. Her extensive experience in strategic planning for multi-operational organizations ensures the long term success and viability of the firm.

      Julie’s formal training includes a business degree from the Henry B. Tippee College of Business at the University of Iowa. She received her degree in two major areas of study, Finance and Management Information Systems. During her tenure at the University of Iowa she held a position as a teaching assistant for the Management Information Systems faculty and staff. She leveraged her love for technology and finance into a challenging position with significant responsibility at Affiliated Bank Service Company of Colorado.

      At Affiliated Bank Service Company of Colorado, a Denver based banking services technology provider to twenty banking institutions in the Denver Metro area, she worked directly with the system’s computer hardware and software responsible for over 1,000,000 banking transactions a day. On call 24 hours a day, she was responsible not only for writing and fixing software, but also for problem solving and new design implementation.

      Hired by United Airlines in 1983 at their Technology Center in Denver, Colorado, she successfully led the team responsible for computerizing the Mileage Plus program. She was transferred to the corporate offices in Chicago in 1985 to become one of the youngest high level managers at United’s Corporate headquarters. Put in charge of this Fortune 500 firm’s newly created department for blending customer service needs with technology, Julie quickly became Manager of Worldwide Airport Planning – Automation and Facilities, and reported to the Director of Customer Service. Responsibilities included the identification, planning, justification, prioritization, and implementation of automation projects for the firm’s global and U.S. customer service initiatives. She managed the implementation of fifty-six projects and enhancements to the customer services automation system, which included the leading edge technology behind the newly constructed O’Hare airport Terminal One Project, having a $200 million technology budget. She frequently represented United Airlines at international industry meetings and was consistently involved in highly sensitive executive level projects.

      Following her successful career at United and a number of years raising her twins, she re-entered the professional world as Administrative Manager of Customer Service for Northwest Airlines at their key hub in Detroit. In her role as Manager of Customer Service, Julie was responsible for the operating budget, capital expenditures, airline and managerial performance forecasting, accounts payable, FAA security, all vendor contracts, the department’s technology infrastructure and payroll.

      Julie has demonstrated a commitment to community over the years in many direct and fundamental ways. In Detroit, she became Executive Director of the Community Literacy Council, Inc. of Plymouth, Michigan. She reported directly to the Board of Directors and was responsible for all operational aspects of the organization. These responsibilities included recruitment, training, the budget, payroll, IRS and related filings, publicity, as well as volunteer recruitment and support. In Houston, Julie became a Texas certified teacher and spent four years with middle school children in Humble, Texas (a federally designated Title I school), teaching algebra and pre-algebra. She founded the Extreme Mathematics Club and was solely responsible for its successful operation which is designed to motivate and inspire young students to pursue the fascinating world of mathematics. Very active in National Charity League, she has been the District 10 Vice President, Chapter Vice President of Education and Communication and Chapter Vice President of TickTockers. She has also been very involved in the Kingwood community through the Kingwood United Methodist Church and Society of St. Stephens, UMARMY (high school age youth mission group), Kingwood High School and the Kingwood Women’s Club.