On getting started:
"Let us watch well our beginnings, and results will manage themselves."
Alexander Clark

ARK Answers

There are more than 10,000 registered investment advisors seeking access to investment management opportunities.

Who We Are

Sandra Powers

Prior to establishing ARK Global, Sandra was a founding partner of Capital Allocation Partners, LLC. As a key member of the founding team, Sandra participated in all aspects of business development for Capital Allocation Partners (CAP), including brand, marketing, client establishment, legal and compliance, consulting, client marketing, sales and relationship management. During her tenure, CAP established long term, strategic relationships with a wide variety of investment management firms. The areas of expertise of these firms is diverse, incorporating traditional long and hedge fund products, alternatives and the full spectrum of equity and income investments.

Prior to launching CAP, Sandra spent the previous 11 years with State Street Corporation. Most recently, Sandra was a founding member of Schoolhouse Capital, LLC, a subsidiary of State Street Corporation dedicated to the 529 college savings plan market. As Executive Director, Sandra was responsible for all aspects of the business including institutional and retail sales, marketing, client relations, legal and compliance, public relations, product development and investment management oversight. The business grew to $1B over three years and established several Fortune 100 institutional investment management and public sector strategic partnerships. As part of her role, Sandra directed the implementation of an expanded compliance function to meet new MSRB, NASD and SEC guidelines including integration of USA Patriot Act requirements, enhanced 529 regulations, revision of distribution fee arrangements and expanded fee disclosures. Prior to the launch of Schoolhouse Capital, LLC, Sandra represented State Street’s defined contribution marketing services to large and mid sized public and private sector institutions.

Before joining State Street, Sandra was a financial advisor for American Express Financial Services. Sandra earned Silver Team status and the Mercury Award for sales excellence in her first year. She opened a satellite office and acquired more than 150 individuals, families and small businesses within 2 years. Sandra has more than 13 years of financial services industry experience, including 9 years of staff management. She holds a BS in Business Administration with a dual Finance & Marketing concentration from the University of Vermont and a MSW from Salem State College. Sandra is a registered representative and Municipal Securities Principal of Compass Securities Corporation member FINRA, SIPC, and holds Series 7, 63 and Municipal Securities Principal 53 registrations. She also maintains her LCSW designation with the State of Massachusetts.

Keith Garte

Prior to joining ARK Global, Keith served as a Vice President and Financial Consultant for the Charles Schwab Corporation. On behalf of Charles Schwab, Keith was responsible for sales and relationship management to more than 200 high net worth investors. Through this role, Keith provided direct oversight to client assets exceeding US $275M. Keith's product focus on behalf of Charles Schwab and its' client base spanned the global financial markets, and included Exchange Traded Funds, Separately Managed Accounts, Mutual Funds and Alternative Investment Strategies.

Before joining Charles Schwab, Keith spent 5 years at State Street Corporation, where he was responsible for external product sales and business development for Schoolhouse Capital, LLC, a subsidiary of State Street Corporation dedicated to the 529 College Savings Plan market. During this time, assets under management grew to more than US $1B and Schoolhouse Capital established themselves as a major player in the 529 marketplace with 5 distinct product offerings across 2 state platforms. As part of the business development team, Keith was responsible for identifying potential 529 distribution partners as well as other revenue generating strategies. Through this effort, Keith has conducted over 500 seminars and sales presentations for large and small audiences, including CEO's, Boards of Directors, Brokers, and other professionals.

Keith has over 10 years of direct sales and marketing experience in the financial services industry, including both retail and institutional distribution. He holds a B.A. from Tulane University and has achieved a Certificate in Financial Planning from Boston University's Center for Professional Education. Keith is a registered representative of Compass Securities Corporation, member FINRA, SIPC, and holds his Series 7 and 63 licenses.

Kathy Bell

Kathy brings a broad array of experience in public relations, business management, client service and development, marketing and project administration. Prior to joining ARK Global, Kathy served as an Account Executive for Sullivan & McLaughlin Companies for more than five years. In this role she was responsible for full scale project administration, management and execution. In addition, Kathy participated extensively in Sullivan & McLaughlin's business relations and development activities. Sullivan & McLaughlin is Massachusetts' largest electrical contractor. Kathy's responsibilities included marketing, client relations, and initiating and responding to Request for Responses (RFR) opportunities.

Prior to joining Sullivan & McLaughlin, Kathy worked for the Commonwealth of Massachusetts for more than eight years, serving as a Legislative Aide for State Senator Charles Shannon, and later as a Director of Government Relations for the Secretary of Environmental Affairs, Bob Durand. She holds a BS in Classics from Middlebury College in Vermont.

Trevor Dean

Prior to joining ARK Global, Trevor was a member of the Client Development Group at Natixis Global Associates. At Natixis, Trevor was responsible for the creation and implementation of new business plans for the Independent Broker Dealer channel. Prior to joining Natixis, Trevor was a member of a Private Wealth Management team at Bear Stearns & Company from 2004-2008. At Bear, Trevor co-managed $550 million in client assets for high net-worth individuals and middle market institutional clients as an investment consultant and producing partner on a five-person team. Trevor was responsible for raising $150 million in assets under management and generating over $1.5 million in revenue during his tenure. He provided wealth management and trust services utilizing the firm’s full advisory and financial resources and provided customized hedging and monetization of concentrated positions as well as alternative investments consisting of hedge funds, private equity, and venture capital.

From 2001-2004 Trevor was a Vice President in the Investment Advisory Group at HSBC Private Bank.

At HSBC, Trevor provided advisory and execution services on a wide range of products including government and corporate obligations, structured products, emerging market debt, and foreign exchange.

Trevor was responsible for the development of strategic investment plans for non-US high net-worth individuals and assisted in the introduction of new equity, debt, and structured products to private bankers including risk/reward analysis, legal and compliance issues, tax considerations, and preparation of product profiles.

Trevor has more than 9 years of direct sales and marketing experience in the financial services industry. He holds a Bachelor of Business Administration degree from James Madison University. Trevor is a registered representative of Compass Securities Corporation, member FINRA, SIPC and holds his Series 7 and 66 licenses.

Christine Donahue

As the founder of Donahue Design, Christine has a strong appreciation for the value of branding, marketing and positioning. Donahue Design, in conjunction with ARK Global, LLC, provides comprehensive positioning, branding, marketing and collateral support services to ARK's investment management clients. Christine also provides services to a series of retail and institutional clients who seek a high quality, efficient marketing solution. This breadth of experience across a variety of products, mediums and business types provides a unique value proposition to clients.

Prior to establishing Donanue Design, Christine provided investment management marketing services to a series of institutions. During her 8 year tenure at State Street Global Advisors (SSgA), she participated fully in the firm's positioning, marketing and multi-media graphic design solutions on behalf of many of the firm's largest institutional investment management clients, as well as the firm's own branding and collateral campaign.

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