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Wrong Clifford Swan?

Clifford Swan

Investment Counsel

Clifford Swan

HQ Phone:  (626) 792-2228

Direct Phone: (562) ***-****direct phone

Email: c***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Clifford Swan

200 South Los Robles Suite 320

Pasadena, California,91101

United States

Company Description

We pride ourselves on doing one thing really well: providing objective investment advice that is solely focused on wealth preservation and long-term consistent and reasonable growth for our clients' capital. We manage portfolios for individuals, families and... more

Find other employees at this company (35)

Background Information

Employment History

Supervisor

Ernst & Ernst


Affiliations

CFA Society of Los Angeles Inc

Board Member


The Thacher School

Board Member, Trustee


University of Southern California

Board of Governors Member


University of Southern California

Board of Governors Member


Web References(43 Total References)


Peter J. Boyle, CFA, CIC | Clifford Swan Investment Counsel

www.cliffordswan.com [cached]

Clifford Swan offers the unique opportunity professionally to do so with partners who share this same principle.
Clifford Swan Investment Counselor


Our Team of Professionals | Clifford Swan Investment Counsel

www.cliffordswan.com [cached]

For more information, or if you are seeking to explore the services of Clifford Swan, please contact Kathleen Gilmore, Client Services Officer.
Clifford Swan requires a minimum asset portfolio of $1 million.


James R. Brown

www.cliffordswan.com [cached]

Prior to joining Clifford Swan, he was Controller for Pilgrim Place in Claremont, a not-for-profit retirement community; a Vice President and Trust Officer for Terre Haute First National Bank in Indiana; and a supervisor at the accounting firm of Ernst & Ernst, serving both audit and tax clients that included not-for-profit organizations, financial institutions, and investment companies.


Roger L. Gewecke Jr.

www.cliffordswan.com [cached]

Roger joined Clifford Swan in 2005 and has more than 30 years investment industry experience as a trader, equity analyst, and portfolio manager.
Clifford Swan Board Member Board Member and Past President, CFA Society of Los Angeles, 2012-2013 Lead Coordinator for Level III of the USC/CFALA CFA Review Program


Randall L. Zaharia

www.cliffordswan.com [cached]

Randy joined Clifford Swan in 2000 and became a partner in 2001, having worked in the financial services field since 1981.


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