In the Media
CFO Evolution Puts Spotlight on Data, Tech Skills
Clark Winter
Senior Advisor, United States
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
Case Studies
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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.
Bridging the Gap: Finance Meets Operations in Agribusiness
How Boyden partnered with one of the world’s largest nut and grape producers to recruit transformative operational-finance leadership.
Fiduciary Oversight Strengthened: Independent Board Director Enhances Pension Fund Governance
Boyden identifies a highly credentialed investment professional to join the board of a $10B+ pension fund, reinforcing strategic oversight and fiduciary leadership.
Thought Leadership
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Blog
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.
Boyden Report Series
Fintech: The democratising effect of digital money
Financial Services Trends Report: A snapshot of fintech-led innovation, connectivity and transformation in financial services, with expert insights on talent and leadership.
Boyden Report Series
Global Banking and Capital Markets in a New World Order
Financial Services Trends Report: A snapshot of the key orientation points for leadership through multiple complexities in the new world order, with expert insights on talent and leadership.
Blog
Navigating the Executive Talent Paradox: Strategies for Differentiation
Explore the challenges and opportunities organizations face in aligning talent with strategic objectives to drive growth and success
Media
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Why Grit Is Killing Your High Performers And What Elite Teams Do Instead | Dr. Amy Athey
Podcast
Executive Search Insights: How CPG & Retail Companies Find the Right Leaders
Podcast
Boyden CEO Chad Hesters Joins Dr. Amy Athey on the Still Evolving Podcast
Podcast
Boyden CEO Chad Hesters Joins Candice Bourne on 'The Journey of a Search CEO' Podcast
Podcast
News & Events
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Event
How Boards Select New Directors - A BlueSteps Webinar featuring Boyden's Karen Kosiba Edwards
In the Media
The $400,000 Chief of Staff Is the CEO’s Secret Weapon in the AI Age
As CEOs navigate the growing complexity of the AI era, demand for chiefs of staff is surging as organizations seek trusted strategic advisors who can help leaders prioritize, execute, and solve critical business challenges.
Contact Clark Winter today and let's get started