We recently thanked Jim Brown and Dianne Barrios for their years of dedicated service and welcomed David Nelson and Diane Riveros.
After over two decades at Clifford Swan, Jim Brown retired on December 31, 2022. Jim joined the firm in 1999 and served as Chief Operating Officer. Through his leadership, the firm’s day-to-day operations ran smoothly, and his contributions to the long-term strength of the firm were innumerable.
You might see Jim in our offices as he continues in a consulting role to facilitate a smooth transition to our new COO, David Nelson. David previously oversaw Operations and Accounting for a subsidiary of the global asset management company Affiliated Managers Group. His professional experience also includes leading audits of mutual funds and investment companies with Deloitte. Outside the office, David serves as Treasurer of a 501(c)(3) organization that provides food, school supplies, and sports equipment to orphanages and schools internationally. He also enjoys spending time outdoors with his family.
Dianne Barrios also retired at the end of the year after serving as our talented receptionist for 18 years. Her professionalism and cheerfulness were constants in our office. In her place, we are delighted to welcome Diane Riveros. Diane comes to us with administrative experience as a bookkeeper and through prior roles at KKAJ Certified Public Accountants and Transamerica Financial Advisors. In her free time, Diane enjoys volunteering at her children’s school and her church.
Please join us in congratulating Jim and Dianne and welcoming David and Diane!