Peter J. Boyle, CFA, CIC

Chief Executive Officer, Chief Investment Officer, Principal

(626) 792-2228  

Peter has served as Chief Executive Officer of Clifford Swan Investment Counselors since 2020, and as Chief Investment Officer since 2010. Previously, he served as President starting in 2001. An Investment Counselor since 1992 when he joined the firm, Peter has an extensive background in tax and estate planning and is a valued resource to all counselors and clients in these areas.

Before joining the firm, Peter served as a Senior Trust Officer with Security Pacific National Bank. His active community involvement includes serving with the Tournament of Roses Association and he is a member of the Pasadena Rotary Club and a Board member of the Pasadena Police & Fire Pension. Peter is a member of the Twilight Club, Young Presidents' Organization and former Trustee of Polytechnic School.

Diamond

"The most fulfilling aspects of my life revolve around personally and professionally making a positive difference in people’s lives. Clifford Swan offers the unique career opportunity to do so with partners who share this same principle."

AFFILIATIONS

Clifford Swan Board Member
CFA Society of Los Angeles
CFA Institute
Board Member, Pasadena Fire & Police Retirement System
Pasadena Tournament of Roses Association
Pasadena Rotary Club
The Twilight Club of Pasadena
Young Presidents’ Organization
Former Board Member, Investment Adviser Association
Former Trustee, Polytechnic School

EDUCATION
University of California, Berkeley, Bachelor of Arts, Political Economy of Business Societies, 1987
CERTIFICATIONS
Chartered Financial Analyst, 1993

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