Profile
Ms. Joni L.
Clark, CFA, is a Principal at LWI Financial, Inc.
In addition to various positions at Loring Ward, she has held senior positions at Merrill Lynch and Wilshire Associates, where she consulted 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 and was a Senior Investment Consultant and Portfolio
Manager at Enright Financial Consultants.
Ms. Clark received a Bachelor of Science degree in Finance at Arizona State University.
Former positions of Joni L. Clark
| Companies | Position | End |
|---|---|---|
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | 1999-12-30 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 1990-12-30 |
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Investment Committee Member | - |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | 1997-12-30 |
Training of Joni L. Clark
| Arizona State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
| Merrill Lynch & Co., Inc. | Finance |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
| Legg Mason & Co. LLC (New York) | |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
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- Joni L. Clark
