Roger L. Gewecke, Jr., CFA

Principal, Director of Research, Investment Counselor

Roger joined Clifford Swan in 2005 and has more than 35 years of investment industry experience as a trader, equity analyst, and portfolio manager. His clients include individuals, institutions, and non-profit organizations. Prior to Clifford Swan, Roger was a partner at Van Deventer & Hoch, and a Vice President and Senior Portfolio Manager at its successor company, Mellon. Roger also was a specialist at the Pacific Stock Exchange in Los Angeles.

Roger enjoys all facets of the investment counseling practice, from research and portfolio management to client service. He is a former President of the Chartered Financial Analyst (CFA) Society of Los Angeles and greatly enjoys teaching the review program for those aspiring to earn the CFA designation.

Diamond

"It is a great privilege to help our clients and their families reach their financial goals. Relationships built over many years are the most rewarding part of the job."

AFFILIATIONS

Clifford Swan Board Member
Board Member and Past President, CFA Society of Los Angeles, 2012-2013
Lead Coordinator for Level III of the USC/CFALA CFA Review Program
Instructor for Level III of the USC/CFALA CFA Review Program
CFA Society of Los Angeles
CFA Institute

EDUCATION

University of Southern California, Bachelor of Science, Business Administration, 1982

CERTIFICATIONS

Chartered Financial Analyst, 2002

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