February 20, 2024

After 25 years at Clifford Swan, Cindy Koivu retired on January 31, 2024. Cindy joined Clifford Swan in 1998 and served as an Equity Trader and Compliance Assistant. We wish Cindy a wonderful retirement with her husband Joey.

We’ve happily welcomed Megan Pantiskas and Sonia Sandoval to the firm. With her graphic design background, Megan provides additional depth to our marketing and communications team. Sonia joins our outstanding operations team as a Trading and Operations Specialist. Sonia has worked closely with Cindy over the past three months to ensure a seamless transition of the firm’s trading procedures following Cindy’s well-earned retirement.

We are very pleased to announce that Dan Mintz has been named Director of Equity Research. Dan joined the firm in 2017 as an Equity Analyst and has become an integral part of our research efforts.

Please join us in thanking Cindy for her dedicated service, welcoming Megan and Sonia, and congratulating Dan on his new role.

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