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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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Clifford Swan is Hiring!

As Clifford Swan Investment Counselors continues to grow, we are hiring additional professionals. If you or someone you know would be interested in jo...
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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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Clifford Swan Recognized by Los Angeles Business Journal

Los Angeles Business Journal magazine recognizes Clifford Swan in their annual ranking of money management firms, ranking Clifford Swan as the 65th la...
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