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Last Update

2016-09-30T00:00:00.000Z

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Background Information

Employment History

Chartered Financial Analyst

CMB Investment Counselors

Clifford Associates

Partner

Clifford Swan

Supervisor

Ernst & Ernst

Affiliations

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

www.philipswan.com [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

www.philipswan.com [cached]

Clifford Swan Investment Counselor Market Outlook (July 2010)


Our Team of Professionals | Clifford Swan Investment Counsel

www.philipswan.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.


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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