Joe Clark, CFA®

Financial Advisor

How do you help clients Invest in Peace of Mind?

To me, helping clients invest in their peace of mind means ensuring clients feel secure and comfortable with their portfolios regardless of market conditions. We manage portfolios to help clients achieve their goals even during volatile market environments. Even if stock prices are down, I want to reassure clients that we can continue to meet their goals because we have designed their portfolios to navigate the most challenging market conditions.

What types of client relationships do you find most rewarding, and why?

I primarily work with institutional clients, many of whom are endowments that support charitable organizations. It is rewarding to contribute to the stewardship of assets that have a meaningful impact on communities. Our work goes beyond just financial management; it also helps advance the missions of organizations that serve those in need.

What does a typical workday look like for you at Allegheny?

My workdays tend to be different than the typical investment advisor because I am also part of AFG's Research Team. While I spend a lot of time meeting with clients and managing their portfolios, I also oversee the investments our clients own, researching new ideas, and meet with portfolio managers.

How do you like to spend time outside of the office?

Outside of the office, I enjoy skiing, golfing, and spending time with family.

What are you a fan of?

I am a fan of all the Pittsburgh sports teams and enjoy watching reruns of the TV show, The Office.