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Clifford Swan

Investment Counsel

Clifford Swan

Direct Phone: (562) ***-****       

Email: c***@***.com

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Clifford Swan

177 E Colorado Bvld, Suite 550

Pasadena, California 91105

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, familie ... more

Find other employees at this company (33)

Background Information


Board Member
CFA Society of Los Angeles Inc

Board of Governors Member
University of Southern California

Board Member, Trustee
The Thacher School

Web References (76 Total References)

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

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

Clifford Swan Investment Counselor

Anil Kapoor, CPA, CFA | Clifford Swan Investment Counsel [cached]

Clifford Swan Investment Counselor Market Outlook (July 2010)

Our Team of Professionals | Clifford Swan Investment Counsel [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.

Roger L. Gewecke Jr. [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 [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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