Career history of Joni L. Clark
Former positions of Joni L. Clark
| Companies | Position | Start | End |
|---|---|---|---|
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | 1999-12-30 | 1999-12-30 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 1990-12-30 | 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 | 2013-03-18 | - |
| Portfolio Manager-Equities | 2001-12-31 | - | |
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 | 1997-12-30 |
Training of Joni L. Clark
| Arizona State University | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 3 |
| Investment Committee Member | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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