Joe Clark is a Senior Research Analyst for Allegheny Financial Group. He oversees much of the due diligence process and maintains primary coverage of domestic equity funds and credit bond funds. Joe also assists advisors in understanding how recommended funds may complement each other in order to set appropriate portfolio expectations.
Joe’s experience includes working with a large Pittsburgh consultant focusing on manager research and asset allocation for pensions, endowments, and foundations. Prior to joining Allegheny, Joe worked for a small RIA as an Analyst managing allocation models for the firm.
01CFA Society of Pittsburgh