Lloyd K. Wong, CFA

Principal, Investment Counselor

Lloyd has served clients in the financial investment industry since 1992. She joined Clifford Swan in 2004. In addition to researching mutual funds and fixed income, she manages investment portfolios for individuals and institutions.

Prior to joining Clifford Swan, Lloyd served as a Junior Portfolio Manager at Jess S. Morgan in Los Angeles and as a Senior Portfolio Associate at Engemann Asset Management in Pasadena. She was previously associated with J.P. Morgan Chase in Private Banking Investment Management.

Lloyd enjoys spending time with her family in addition to her community involvement with the Pasadena Tournament of Roses, Villa Esperanza, and the Cathedral Choir at Hollywood Presbyterian Church.

Diamond

"I believe our clients deserve the utmost attention and the responsiveness of our client service is one of our hallmarks. I enjoy the opportunities I have to enable our clients to attain their life goals through the financial toolsets we are able to provide."

AFFILIATIONS

Board of Directors, Villa Esperanza
Audit Committee, Monte Vista Grove Homes
CFA Society of Los Angeles
CFA Institute
Pasadena Tournament of Roses Association

EDUCATION

Duke University, Bachelor of Arts, Economics, French, 1983

CERTIFICATIONS

Chartered Financial Analyst, 2000

LANGUAGES

Cantonese, French

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