Joseph Clark has been CIO of Allegheny Financial Group since May 2026, is a control person of the firm and directly owns under 5% of it. Joseph Clark holds a Bachelor of Science in Finance from Saint Vincent College.
Allegheny Financial Group is a Pittsburgh, PA firm with $5.59B under management, 3,971 clients and 28 advisers in one office, as of its August 2026 filing.
Joe Clark is Chief Investment Officer & Financial Advisor of Allegheny Financial Group. Clark primarily works with institutional clients, many of them endowments that support charitable organizations, and is also part of the AFG Research Team, overseeing the investments clients own and researching new ideas.
Professional designations
Listed by Allegheny Financial Group
- Chartered Financial Analyst®
Investment adviser representative registrations
Joseph Clark is registered as an investment adviser representative in Pennsylvania, since September 2024.
- PennsylvaniaSince 3 September 2024
Examinations
No examinations are on Joseph Clark’s record.
- Full name
- Joseph Charles Clark
- CRD
- 6809245
- Firm
- Allegheny Financial Group · CRD 104690
- Role
- CIO
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- alleghenyfinancial.com
Where does Joseph Clark work?
Joseph Clark has been CIO of Allegheny Financial Group since May 2026, and is a control person of the firm.
Is Joseph Clark a financial advisor?
Yes. Joseph Clark has a current investment-adviser registration in Pennsylvania, through Allegheny Financial Group since September 2024.
How many years of experience does Joseph Clark have?
Joseph Clark has 2 years in the financial industry, since September 2024, across 1 adviser firm.
Is Joseph Clark registered with FINRA?
No. Joseph Clark has no current broker registration.
Is Joseph Clark a CFA charterholder?
Allegheny Financial Group lists Joseph Clark with the CFA credential (“Chartered Financial Analyst®”) on its website. CFA Institute confirms certification status.
How can I verify Joseph Clark’s record?
Search CRD 6809245 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Clark’s full registration record.
