Cypress Capital’s, Kate Clark, Earns Prestigious Recognition in the 2024 InvestmentNews Rising Stars

Tallahassee, FL, November 20, 2024- Kate Clark, Managing Partner of Cypress Capital, has been named as an Honoree in the prestigious 2024 InvestmentNews Rising Stars, a comprehensive roundup that highlights the best in the industry.

As an impartial authority in the wealth sector, InvestmentNews conducted an exhaustive research study to identify and showcase the industry's top performers. In this thorough assessment, Clark has emerged as one of the distinguished contributors to the industry.

InvestmentNews' 30+ strong Intelligence Unit determined the winners by following a rigorous process, which included interviewing objective industry professionals, conducting extensive research. The winners are those who matched the exacting Rising Stars criteria.

Kate Clark takes immense pride in being acknowledged as one of the industry's finest within the InvestmentNews domain.

"I am truly honored and humbled to be recognized as one of InvestmentNews' Rising Stars for 2024. This milestone is a significant moment in my career in wealth management, and I am deeply grateful to stand alongside such accomplished and inspiring professionals. Thank you to InvestmentNews and to everyone who has supported me throughout this journey-your guidance and encouragement have been invaluable. Cheers to big things in 2025."

Chris Sweeney, Managing Editor for Special Reports at InvestmentNews, shared his insights on the selection process, stating, "Our respected and independent panel of judges were impressed with the standard of nominees. Kate Clark was selected as one of the winners due to her professional skill, ambition and goals, along with the clear contribution she's made to shaping the future of the wealth-management industry in the US."

This recognition underscores Kate's dedication to industry excellence and her continued commitment to delivering exceptional results.

About Kate Clark
Clark is a tenured leader in the financial industry with over 17 years of experience driving impactful financial solutions. As Managing Partner of Cypress Capital, she leverages her expertise to help clients navigate complex financial landscapes. Kate's credentials include the CFP®, AIF®, and CPFA® designations, showcasing her comprehensive skill set in both investment management and financial planning.

About 2024 InvestmentNews Rising Stars
Starting in July, InvestmentNews invited financial advice and wealth-management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list.

You can read the full announcement here: https://www.investmentnews.com/best-in-wealth/best-wealth-managers-advisors-under-40-in-the-usa-rising-stars/258176

Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth-management with a clear passion for the industry. Nominees were asked about their current role, key achievements and career goals, as well as the contributions they've made to shaping the industry. Recommendations from managers and senior industry professionals were also taken into account.

The Rising Stars were determined by an independent panel of industry leaders composed of:

• Cary Carbonaro, Ashton Thomas Private Wealth
• Charles "Chuck" Failla, Sovereign Financial Group
• Daphne Jordan, Pioneer Wealth Management Group
• Marguerita Cheng, Blue Ocean Global Wealth
• Michael Kitces, Kitces.com
• Rabia Sattaur, Fidelity Institutional
• Rana J. Wright, Oakmark Funds

About Cypress Capital
Cypress Capital is a Wealth Management and Financial Services Firm headquartered in Tallahassee, FL.
Securities offered through LPL Financial - Member FINRA/SIPC. Investment advice offered through LPL Financial and Independent Advisor Alliance, LLC, registered investment advisors. Cypress Capital is another business name of Independent Advisor Alliance, LLC. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

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