Lloyd K. Wong, CFA

Principal, Investment Counselor

(626) 792-2228  

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, Pasadena Chamber of Commerce, 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, Pasadena Chamber of Commerce 
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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