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

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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.

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.

Heidi Sondergaard Jensen

Heidi Sondergaard Jensen joined ARK Global LLC in May 2011. Bringing more than a decade of corporate wealth and consumer marketing experience to ARK, Heidi assists with the development and implementation of marketing programs for clients. Heidi assists with a variety of marketing and operations related projects including client reporting, client relationship database management, market research, and business operations. Throughout her career, Heidi has held various senior marketing and product management roles at Fleet Bank (acquired by Bank of America), designing and implementing marketing strategies and programs targeting affluent, consumer, and online segments. She also served as product manager for affluent checking products and managed several CRM programs. For many years, Heidi was a key member of the core communications marketing team for several large-scale mergers, acquisitions, and consolidations.

Heidi is a graduate of Boston College, where she received a Bachelor of Arts in German and Philosophy, cum laude, in 1988, and a Master of Arts in Philosophy in 1998. She lives in Holliston, MA, and enjoys running, studying languages, ballet, and spending time with her family.

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