Clarke Lemons
Clarke Lemons is an Executive Managing Director at Pathstone, an independently operated, partner-owned advisory firm. He is responsible for providing leadership to the Winter Park office and overseeing the firm's strategic initiatives in the Southeast Region of the country. He is also responsible for managing all aspects of business development and the delivery of advice for the Winter Park, FL office and works directly with a select group of institutional and private wealth clients. Prior to joining Pathstone, Lemons was the Founder and President of WaterOak Advisors, a leading provider of fiduciary wealth management services acquired by Eaton Vance.
Clarke Lemons Professional Experience / Academic History
Professional Experience
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Executive Managing Director
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Director Southeast
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Founder and President
Academic History
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Master of Business Administration
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Bachelor of Arts, History
Under his leadership, WaterOak became the foremost independent wealth management firm in Florida, with $2 billion in assets at its peak.
Since its acquisition by Eaton Vance, the firm has delivered objective advice implemented via institutional caliber investments not available to the retail investor.
He served as Director of Southeast at Eaton Vance WaterOak Advisors, where he was responsible for managing all aspects of business development and the delivery of advice.
Today, he continues to provide investment management advisory to a select group of high net worth clients, including individuals and families, foundations and endowments, and institutions.
RECOGNITION