![Joni L. Clark](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
Anciens postes connus de Joni L. Clark
| Sociétés | Poste | Fin |
|---|---|---|
Legg Mason & Co. LLC (New York)
 Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Corporate Officer/Principal | 31/12/1999 |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/12/1990 |
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans. | Membre du Comité d'Investissement | - |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Corporate Officer/Principal | 31/12/1997 |
Formation de Joni L. Clark
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
Arizona State University
 Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans. | Finance |
Legg Mason & Co. LLC (New York)
Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Miscellaneous |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
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