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Clifford Swan Investment Counselors

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Facts about Clifford Swan Investment Counselors

Description
Clifford Swan Investment Counselors advises individuals, families and institutions, crafting tailored strategies for wealth preservation ...
Website
cliffordswan.com
HQ Location
Pasadena, CA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Social media accounts of Clifford Swan Investment Counselors

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@clifford-swan-investment-counsel

Clifford Swan Investment Counselors employees

Peter Boyle avatar
Peter Boyle
Chief Executive Officer
Cindy Koivu avatar
Cindy Koivu
Head Trader / Compliance Assistant
Rick Adler avatar
Rick Adler
Director
Lloyd Wong avatar
Lloyd Wong
Investment Counselor
Murcy Huang avatar
Murcy Huang
Fixed Income Portfolio Manager
Erica White avatar
Erica White
Investment Counselor, Principal
Daniel Mintz avatar
Daniel Mintz
Principal
Max Pray avatar
Max Pray
Partner
Gretchen Lee avatar
Gretchen Lee
Chief Compliance Officer
David Lin avatar
David Lin
Principal & Portfolio Manager/Advisor
Kevin Cavanaugh avatar
Kevin Cavanaugh
Investment Counselor
Kathleen Gilmore avatar
Kathleen Gilmore
Principal
Sharon Bachert avatar
Sharon Bachert
Client Services Manager
George Hasbun avatar
George Hasbun
Investment Counselor
Carlota Venegas avatar
Carlota Venegas
Investment Counselor, CFP®, CDFA®, CRPC®

Frequent questions about Clifford Swan Investment Counselors

How many employees does Clifford Swan Investment Counselors have?
Clifford Swan Investment Counselors has approximately 11-50 employees.
What is Clifford Swan Investment Counselors's industry?
Clifford Swan Investment Counselors is involved in the industry of Financial Services.
Where is Clifford Swan Investment Counselors's headquarters?
Clifford Swan Investment Counselors's headquarters is located in Pasadena, CA, United States.
What is the website of Clifford Swan Investment Counselors?
You may visit their official website at https://cliffordswan.com
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