News
Summer Internship Program Successfully Completes Eighth Year
Rising college juniors Cyrus Gaylord and Sophia Wilson participated in the firm’s eighth summer internship program. Over the course of six weeks, they...
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Clifford Swan Named a 2023 Top RIA Firm by Financial Advisor Magazine
Clifford Swan is honored to be recognized by Financial Advisor Magazine in its annual ranking of independent advisory firms around the country.
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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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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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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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