This year, the term “spring cleaning” took on new meaning for everyone at Clifford Swan. After weeks of organizing, scanning, and packing, we moved into our sparkling new home in suite 550 at 177 E. Colorado Boulevard. Spectacular mountain views and a bright, open floor plan have given us all a genuine sense of renewal and excitement. Keep your eyes open in September for a save-the-date announcement for our “housewarming” event later in the fall. In the meantime, stop by and take a peek anytime you’re in the neighborhood. We love our new home!

Our office has also been infused with high energy in the last few months with the addition of two new colleagues. Allen Mercer joined us as an equity analyst in February, providing additional brainpower to our research team. Prior to joining Clifford Swan, Allen worked for Capital Group in Los Angeles as an investment specialist and was an associate at Jensen Investment Management in the Pacific Northwest. When he’s not studying stocks, Allen is an avid soccer player.

Erica White began her new role with us in June as assistant portfolio manager. Her prior investment experience includes six years in Boston working with institutional clients at Convexity Capital Management. Erica and her fiancé Tom are looking forward to an August wedding in their hometown in western Massachusetts. Allen and Erica join fellow “next gen” professional Jennifer Loesch, who celebrates her second year as our marketing and business development associate. A Pasadena native, Jennifer came to Clifford Swan from Warner Bros. Pictures. These talented young people help to ensure a bright future for Clifford Swan for many years to come.

We’re proud to announce that Clifford Swan continues to be recognized for its excellence in the investment profession.1 Forbes named Clifford Swan to its list of the Top 100 Wealth Managers for this year. On June 1st, the Los Angeles Business Journal recognized Clifford Swan in their list of the Top 100 Money Management firms in Los Angeles County. In July, Financial Advisor magazine’s ranking of independent advisory firms placed us 87th in the nation and 14th in California. Financial Times included us among the top 300 Registered Investment Advisors in its annual independent assessment of firms’ standing based upon assets under management, compliance record, years in existence, credentials, and accessibility.

All of us are gratified by these accolades, but, of course, we know that the only true measure of success is the trust placed in us by our clients and friends. Thank you for your continued loyalty and support.

Best wishes for a happy and healthy summer season! ◆

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