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Welcome and Congratulations

The Board of Directors has appointed Peter Boyle as Chief Executive Officer, and Kathleen Gilmore as President, effective July 1, 2020. Kathleen has a...
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Clifford Swan COVID-19 Updates

Clifford Swan's offices are partially reopened, with different groups of employees coming into the office on alternating days. Previously, the firm ha...
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Carlota Venegas Joins Clifford Swan

All of us at Clifford Swan Investment Counselors are delighted to welcome our newest colleague, Carlota Venegas, CFP®, CDFA®. Carly joined the firm on...
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Clifford Swan Recognized by Los Angeles Business Journal

Los Angeles Business Journal magazine recognizes Clifford Swan in their annual ranking of money management firms, ranking Clifford Swan as the 65th la...
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Financial Literacy Month During COVID-19

What does Financial Literacy Month look like during COVID-19? Clifford Swan’s CEO Linda Davis Taylor wrote an article in which she followed insights f...
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A Call for Financial Education

Clifford Swan's CEO Linda Davis Taylor is featured in The Chronicle of Higher Education, calling on all colleges to consider financial literacy a requ...
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Investment Counselors Discuss Risk with Estate Planning Council

Clifford Swan's Kevin Cavanaugh and David Lin spoke at a meeting of the Conejo Valley Estate Planning Council in Westlake Village on November 19, 2019...
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Sharing Our Money Stories

Clifford Swan’s CEO, Linda Davis Taylor is dedicated to instilling financial confidence and competence in women. One tool she uses to empower women is...
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In Honor of National Business Women's Day

For National Business Women’s Day, Clifford Swan’s CEO Linda Davis Taylor wrote this article encouraging women to share personal finance strategies ac...
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Summer Internship Program Successfully Completes Sixth Year

John Galbreath and Abigail Gilliland were selected from a competitive pool of over 150 applicants for the sixth year of Clifford Swan’s summer interns...
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