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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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Remembering Philip V. Swan

It is with great sadness that we announce the loss of our visionary co-founder and friend Philip V. Swan, who passed away on December 7, 2017 in Pasad...
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Summer Internship Program Successfully Completes Fourth Year

Yijia Yang and Samuel Glazer were selected from over 200 applicants for the fourth year of Clifford Swan Investment Counselors’ wealth management summ...
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Clifford Swan at Dodger Stadium

On July 20th, Clifford Swan colleagues attended the Dodgers vs. Braves game.
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Linda Davis Taylor Interviewed on Philanthropy

Linda Davis Taylor, Chairman and CEO, was featured in a series of publications on philanthropy that were published by State Street Global Advisors. To...
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Message from the Chairman - March 2017

We are very pleased to announce that Erica White has been named a principal of the firm. An Investment Counselor who joined Clifford Swan Investment C...
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