Clark-Joe-2022

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. 

EDUCATION & PROFESSIONAL CREDENTIALS

  • 01

    Saint Vincent College | Bachelor of Science in Finance
  • 02

    Chartered Financial Analyst®

PROFESSIONAL EXPERIENCE

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.

PROFESSIONAL ACTIVITIES

  • 01

    CFA Society of Pittsburgh