Joe Clark, CFA®

    Joe Clark, CFA

    Joe Clark is the Director of Research and an Investment Advisor 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.

    Director of Research and Investment Advisor

    Asset Management & Investment Research Group

    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
    AFG Digital BrochureAsset Management Group Contacts ListADV Part II Clark