News
Message from the CEO – August 2021
Looking back on my first year serving as CEO, the theme of the year has been resiliency. Covid has presented so many individual and collective challen...
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Clifford Swan Recognized by Financial Advisor Magazine
Financial Advisor magazine recognizes Clifford Swan in their fifteenth annual ranking of independent advisory firms around the country, ranking Cliffo...
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Clifford Swan Recognized by Financial Advisor Magazine
Financial Advisor magazine recognizes Clifford Swan in their fifteenth annual ranking of independent advisory firms, ranking Clifford Swan as the 16th...
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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 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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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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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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Clifford Swan Recognized by Financial Advisor Magazine
Financial Advisor magazine recognizes Clifford Swan in their fourteenth annual ranking of independent advisory firms, ranking Clifford Swan as the 17t...
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