Lloyd Wong, CFA

Lloyd Wong has served clients in the financial investment industry since 1992. She joined Clifford Swan in 2004 and 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 and the Cathedral Choir at Hollywood Presbyterian Church.