Lloyd Katharine Wong
Analyst-Fixed Income chez Clifford Swan Investment Counsel LLC
Profil
Ms. Lloyd K.
Wong, CFA, is a Principal & Investment Counselor at Clifford Swan Investment Counsel LLC.
She has served clients in the financial investment industry since 1992.
In addition to researching mutual funds and fixed income, she manages investment portfolios for individuals and institutions.
Prior to joining Clifford Swan in 2007, Ms. Wong served as a Junior Portfolio Manager at Jess S.
Morgan in Los Angeles and as a Senior Portfolio Associate at Engemann Asset Management in Pasadena.
She was previously associated with J.P.
Morgan Chase in Private Banking Investment Management.
She received her Bachelor of Arts degree in Economics from Duke University.
Postes actifs de Lloyd Katharine Wong
| Sociétés | Poste | Début |
|---|---|---|
Clifford Swan Investment Counsel LLC
 Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Analyst-Fixed Income | 01/01/2007 |
Anciens postes connus de Lloyd Katharine Wong
| Sociétés | Poste | Fin |
|---|---|---|
Jess S. Morgan & Co., Inc.
 Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients. | Corporate Officer/Principal | 31/12/2003 |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Corporate Officer/Principal | - |
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Corporate Officer/Principal | - |
Formation de Lloyd Katharine Wong
| Duke University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Finance |
Jess S. Morgan & Co., Inc.
Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients. | Finance |
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Finance |
