News
Clifford Swan’s CEO Interviewed by Philanthropy Women
In a recent interview, Clifford Swan's CEO Linda Davis Taylor shared her thoughts on the importance of ensuring that women of all ages and backgrounds...
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Clifford Swan’s CEO Featured on So Money Podcast
In a recent episode, Clifford Swan's CEO Linda Davis Taylor was featured on Farnoosh Torabi's So Money podcast for a conversation about women's financ...
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Message from the CEO – January 2019
After over two decades at Clifford Swan, Carolyn Barber retired on December 31, 2018. Carolyn joined the firm in 1996 and served as an investment coun...
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Clifford Swan in the Community: CFA Institute Research Challenge
In alignment with Clifford Swan’s mission to impart “wisdom for generations,” equity analyst, investment counselor and CFA charterholder Anil Kapoor v...
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Linda Davis Taylor Published in SELF Magazine
Giving Tuesday is a popular time to give, but what about the rest of the year? In her latest article for SELF Magazine, Linda Davis Taylor, Clifford S...
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Linda Davis Taylor Published in Thrive Global Magazine
Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence. In her art...
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New Colleagues Join Clifford Swan
Over the summer, we welcomed three new colleagues to the firm—Preeti Chamber, Emily Kirby, and David Lin. Preeti joins our outstanding team of client ...
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Summer Internship Program Successfully Completes Fifth Year
Clifford Swan's internship program aims to provide talented undergraduate students who have shown interest in the investment and wealth management bus...
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Clifford Swan Recognized by Financial Advisor Magazine
July 2018 - Clifford Swan Investment Counselors is pleased to announce it has been recognized in Financial Advisor magazine's thirteenth annual rankin...
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Clifford Swan Investment Counselors Named to 2018 Financial Times 300 Top Registered Investment Advisers
June 28, 2018 – Clifford Swan Investment Counselors is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Regist...
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05.29.2019
02.15.2019
05.30.2018