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177 E Colorado Bvld, Suite 550
Pasadena, California 91105
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
CFA Society of Los Angeles Inc
Board of Governors Member
University of Southern California
Board Member, Trustee
The Thacher School
Peter J. Boyle, CFA, CIC | Clifford Swan Investment Counsel
Clifford Swan offers the unique opportunity professionally to do so with partners who share this same principle.
Anil Kapoor, CPA, CFA | Clifford Swan Investment Counsel
Our Team of Professionals | Clifford Swan Investment Counsel
Roger L. Gewecke Jr.
Randall L. Zaharia
Lighthouse Partners , LLC
The Children's Hospital of Philadelphia