Clark Winter

Clark Winter is a seasoned financial executive and internationally renowned investment strategist and advisor on global financial markets and geopolitics. He has held C-level roles with some of the world’s most prominent global banks and investment firms. His insights and analysis help investors understand and harness the forces at work in a highly complex but opportunity-rich global economy.

Professional Focus

More than 40 years’ experience in finance as an executive, consultant and advisor to C-level leaders and global institutions
In-depth strategic expertise in investing, asset management, portfolio management, wealth management and private banking
Extensive international experience through leadership and advisory roles with organizations in high-growth financial markets across Europe, Asia, the Middle East and Latin America
Frequent guest commentator for CNBC’s Worldwide Exchange, Bloomberg Television, Fox Business Network, New Delhi Television, CNN en Español and Globo Economia
Senior Lecturer at IESE Business School in Barcelona, Spain
Author of The Either/Or Investor: How to Succeed in Global Investing, One Decision at a Time (Random House)
Native English, fluent in Spanish

Business Expertise

Founder and President of global investment research and strategy firm Winter Enterprises, New York
Advisory Board Member of Pickering Energy Partners (formerly Tudor, Pickering, Holt & Co.), a Houston-based investment and merchant bank focused on the energy industry
Founder and Contributor at CW Insights
Managing Director, Director of Global Portfolio Strategy, Goldman Sachs, New York
Chief Global Investment Strategist at Citi, New York; focused on Global Wealth Management, including Citi Private Bank and Smith Barney
Founder and CEO of Winter Capital International, New York
President, GAM U.S. of Global Asset Management (GAM), New York
Managing Director at JPMorgan Chase & Co., New York, Mexico City and Madrid, Spain; opened and managed Madrid and Mexico City offices

Additional Expertise

Financial Services
Financial Consulting
Banking & Capital Markets
Asset Management
Wealth Management & Private Banking

Areas of Expertise

Education & Certifications

Bachelor’s degree from Ohio Wesleyan University

Affiliations & Awards

Board Member, Harvard Kennedy School Belfer Center for Science and International Affairs, Cambridge, MA
Member, Committee of Photography, Museum of Modern Art (MoMA), New York
Trustee, American Friends of the British Museum, London
Trustee, Andrea Frank Foundation, New York
Chairman Emeritus, Mexican Cultural Institute of New York
Chairman Emeritus, Queen Sofia Spanish Institute, New York

Miami

1001 Brickell Bay Drive
Suite 1710
Miami
United States

Case Studies

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Securing a Top Tax Executive for a Leading Global Investment Bank

Discover how Boyden's strategic approach secured a top-tier Tax Executive for a leading global investment bank, resolving a year-long vacancy and enhancing their global tax compliance.

Guiding Asset Managers through Modernization: Transforming Investment Operations

In this case study, a boutique asset management firm sought to fill a critical senior leadership position to drive operational transformation across key functions. Boyden's Asset Management team successfully executed a targeted executive search, identifying a candidate with process optimization expertise in just 45 days.

Cybersecurity Excellence: Strengthening Trust and Digital Resilience

A Caribbean financial and mortgage bank partnered with Boyden to recruit a strategic Chief Information Security Officer (CISO), enhancing cybersecurity governance and supporting digital transformation across the organization.

Thought Leadership

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Blog Post

Modern Budgeting: Why CFOs Must Balance AI and Human Insight

As the 2026 budgeting cycle begins, CFOs must modernize financial planning by integrating AI with robust data governance that empowers their teams to enhance accuracy, speed, and strategic decision-making without replacing human judgment.