News
Clifford Swan Supports the Pasadena Festival of Women Authors
Clifford Swan served as the lead sponsor of the Pasadena Festival of Women Authors held this past Saturday at the Pasadena Hilton. The volunteer-run P...
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Congratulations and Welcome
We recently thanked Jim Brown and Dianne Barrios for their years of dedicated service and welcomed David Nelson and Diane Riveros.
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Message from the CEO – November 2022
In some ways, Clifford Swan Investment Counselors has been undergoing a period of transformation, which started seven years ago when we became a 100% ...
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Summer Internship Program Successfully Completes Seventh Year
Clifford Swan’s summer internship program has successfully – and happily – been reinstated following a two-year hiatus during the pandemic. The intern...
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Clifford Swan Recognized by Financial Advisor Magazine
Financial Advisor magazine recognizes Clifford Swan in their sixteenth annual ranking of independent advisory firms around the country, ranking Cliffo...
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Message from the CEO – August 2021
Looking back on my first year serving as CEO, the theme of the year has been resiliency. Covid has presented so many individual and collective challen...
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Clifford Swan Recognized by Financial Advisor Magazine
Financial Advisor magazine recognizes Clifford Swan in their fifteenth annual ranking of independent advisory firms around the country, ranking Cliffo...
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Clifford Swan Recognized by Financial Advisor Magazine
Financial Advisor magazine recognizes Clifford Swan in their fifteenth annual ranking of independent advisory firms, ranking Clifford Swan as the 16th...
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Welcome and Congratulations
The Board of Directors has appointed Peter Boyle as Chief Executive Officer, and Kathleen Gilmore as President, effective July 1, 2020. Kathleen has a...
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Carlota Venegas Joins Clifford Swan
All of us at Clifford Swan Investment Counselors are delighted to welcome our newest colleague, Carlota Venegas, CFP®, CDFA®. Carly joined the firm on...
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