Joshua Graff
Associate Client Portfolio Manager at Clark Capital Management Group, Inc.
About
Joshua Graff, CFA, is an Associate Client Portfolio Manager at Clark Capital Management Group, based in Philadelphia, PA. In his current role, Graff constructs personalized investment solutions for high net worth clients and directly supports investment relationships, focusing on delivering tailored portfolio strategies suited to individual client needs.
Graff primarily concentrates on wealth management for individuals and families, with an emphasis on customized investment portfolios and financial planning—though public sources do not specify particular asset classes, indications suggest involvement in multi-asset solutions and broad portfolio construction for institutional and private clients.
Prior to joining Clark Capital, Graff developed expertise in family office services as a Family Wealth Associate and Financial Planning Analyst at Pitcairn, and also served as an Operations Analyst at JPMorgan Chase & Co.. He holds a Bachelor of Science in Finance from Penn State University and is recognized for his CFA charter, underscoring his professional expertise in portfolio management and financial analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clark Capital Management Group | Associate Client Portfolio Manager | Mar 2023 to Present | — |
| Pitcairn | Family Wealth Associate | Jul 2021 to Mar 2023 | — |
| Pitcairn | Financial Planning Analyst | Oct 2019 to Jul 2021 | Assists Relationship Management with the development and implementation of comprehensive financial plans for high net worth individuals and their families. Collaborates with clients and internal emplo... |
| JPMorgan Chase & Co. | Operations Analyst | Jul 2018 to Oct 2019 | Lead analyst of the income team, which executes dividend payments and evaluates the income market for American Depository Receipts (ADR’s) and International Stock in US Dollars. |
Education
Penn State University
Bachelor of Science - BS, Finance
2014 — 2018
Others at Clark Capital Management Group, Inc. (13)
| Name | Role | Location |
|---|---|---|
D David Rights | EVP, Director of Research | Fort Washington, PA , United States |
 | PM | Philadelphia, PA , United States |
 | Associate Portfolio Manager | Philadelphia, PA , United States |
M Mason Wev | Senior Portfolio Manager | Philadelphia, PA , United States |
 | Head of Fixed Income SMA, Senior Portfolio Manager | Philadelphia, PA , United States |
 | Equity Analyst | Philadelphia, PA , United States |
T Thomas Duffy | Client Portfolio Manager | Princeton, NJ , United States |
 | Senior Portfolio Analyst | Philadelphia, PA , United States |
 | Client Portfolio Analyst | Philadelphia, PA , United States |
 | Client Portfolio Analyst | Philadelphia, PA , United States |