Profil
Ms. Joni L.
Clark, CFA, is a Principal at LWI Financial, Inc.
In addition to various positions at Loring Ward, she has held senior positions at Merrill Lynch and Wilshire Associates, where she consulted for large public and
corporate defined benefit plans, foundations and endowments and institutional investment management firms.
She also was a Managing Director at Legg Mason Institutional Advisors and was a Senior Investment Consultant and Portfolio
Manager at Enright Financial Consultants.
Ms. Clark received a Bachelor of Science degree in Finance at Arizona State University.
Ehemalige bekannte Positionen von Joni L. Clark
| Unternehmen | Position | Ende |
|---|---|---|
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | 31.12.1999 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31.12.1990 |
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Mitglied des Investmentausschusses | - |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | 31.12.1997 |
Ausbildung von Joni L. Clark
| Arizona State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
| Merrill Lynch & Co., Inc. | Finance |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
| Legg Mason & Co. LLC (New York) | |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
