Who We Are
To learn more about the advisors 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 CEO 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® Society 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 has served in various advisory capacities since 2014 to the Institute including the Real FiduciaryTM Practices Board. Clark was named to Accounting Today's list of "100 Most Influential" people of 2011 and was the recipient of the 2015 American Institute of Certified Public Accountants' Personal Financial Planning "Distinguished Service Award.".
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 "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 in Texas. He served on the Investment Committee of the Greater Houston Community Foundation from 1998 until 2021 and its Budget and Planning Committee from 1996 through 1998. A resident of Cypress, Texas, Clark is married and has two children.
Clark M. Blackman III, Member, Chief Operations Officer
Clark M. Blackman III is Chief Operations Officer and Chief Investment Officer of Alpha Welath Strategies. In these roles, Clark manages the administrative and daily operational elements of the firm, works directly with clients in an advisory role, and heads up investment strategy initiatives and portfolio construction decisions.
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. Most recently, Clark served as Chief Financial Officer for a privately-held, $10 million revenue company. He brings substantial private-client and closely-held business owner experience to the team.
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 a Big Four international public accounting and consulting firm, 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 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 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.