Joni L. Clark, CFA, CFP® – Chief Investment Officer, Loring Ward
Joni L. Clark has advised clients on all aspects of investment strategy and portfolio risk management for two decades. Her clients have included affluent individuals and families, investment management organizations and large institutional pension funds.
As Chief Investment Officer of Loring Ward, she directs investment policy and portfolio management strategies for the company. She also chairs the company’s Investment Committee.
Prior to joining Loring Ward in 2002, Clark held senior positions with some the country’s most respected financial services firms. She began her career at Merrill Lynch PFS (1989-1991). She then worked as Vice President of Wilshire Associates (1991-1998), consulting 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 (1998-2000), overseeing client service for institutional client relationships. And she was a Senior Investment Consultant and Portfolio Manager at Enright Financial Consultants (2000-2002), a boutique investment management firm serving affluent individuals and families.
Clark received a Bachelor of Science degree in Finance in 1988, a Chartered Financial Analyst (CFA) designation in 1994, and became a Certified Financial Planner (CFP®) in 2004. She is a member of the CFA Institute, the Los Angeles Society of Financial Analysts, and the Financial Planning Association.