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 C

Lloyd Wong
Principal, Investment Counselor
Clifford Swan Investment Counselors
United States, California, Pasadena
About Me
Profile Information
Principal, Investment Counselor
Clifford Swan Investment Counselors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Pasadena
California
United States
Aug 14, 2024
Work Experience
Clifford Swan Investment Counselors
Principal, Investment Counselor Jan 2004 - Present
Email: lwong@cliffordswan.com
More profiles to browse
Murcy Huang
Fixed Income Portfolio Manager
CB
Carolyn Barber
Principal, Investment Counselor, Chief Compliance Officer
George Hasbun
Principal, Investment Counselor
Max Pray
Principal, Investment Counselor and Partner
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation