Joe Clark, CFA

Joe Clark, CFA

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  • Timeline

  • About me

    Director of Research at Allegheny Financial Group

  • Education

    • Serra Catholic

      -
    • Saint Vincent College

      -
      Bachelor's Degree Finance
  • Experience

    • Wilshire Associates

      Mar 2013 - Dec 2014
      Analyst
    • ITS Asset Management

      Dec 2014 - May 2017
      Investment Analyst
    • Allegheny Financial Group

      May 2017 - now
      • Director of Research

        Apr 2023 - now
      • Senior Research Analyst

        Jun 2019 - Apr 2023
      • Research Analyst

        May 2017 - Jun 2019
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      May 2016