Maxwell R. Pray, CFA

Principal, Investment Counselor

With Clifford Swan since 2003, Max works with individuals, foundations, and private pension plans as a portfolio manager. He brings valuable experience in finance, equity analysis, and portfolio management to the Research and Investment Teams.

Prior to joining the firm, he served as Vice President in equity research and client services at Provident Investment Counsel. In the research group he was responsible for the retail, consumer, and pharmaceutical sectors in large cap equities. Before joining Provident, he worked at Trust Company of the West in equity research while pursuing his MBA, and actively managed his graduate school's Student Investment Fund. Prior to business school, he worked for Procter & Gamble in manufacturing and finance in the paper products division.

Max participates in various committees at Annandale Golf Club, most recently serving on the Finance Committee. He was a photographer for the Polytechnic High School Athletic Department and other volunteer activity highlights over the years include coaching club basketball and marshaling for two major golf championships.

Diamond

"At the office I get no greater satisfaction than helping a client improve their financial situation."

AFFILIATIONS

CFA Society of Los Angeles
CFA Institute
Clifford Swan Board Member

EDUCATION

University of California, Berkeley, Bachelor of Science, Chemical Engineering, 1985
University of Southern California, Master of Business Administration, 1995

CERTIFICATIONS

Chartered Financial Analyst, 1996

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