The holidays have come early at Clifford Swan, as we’ve received the gift of new team members. Given our people are a key component of what makes Clifford Swan strong, we are excited to share a few team updates.
Bolstering Operations
Early in 2024, we identified a need to expand our operations team to free up capacity for high-impact technology projects and deliver the best possible operational support to our client-facing teams. We’ve fulfilled this need through the promotion of Diane Riveros and the addition of Jesse Cortes as Operations Specialists.
Diane joined us nearly two years ago as a receptionist and quickly made her mark. Her new duties include assisting with the firm’s ongoing corporate accounting responsibilities, front-line user support for our client database software, and various compliance items. Jesse brings direct experience with the software we use to manage client portfolios, proficiency in managing datasets, and accounting expertise for private real estate investments. His focus includes reconciling transactional data and serving as the point of contact for our portfolio accounting software and as a backup trader.
With Diane’s promotion, Janelle Vidal has joined as our new receptionist. We’ve all appreciated her positivity, attention to detail, and willingness to go above and beyond for others.
Research Team
We recently had the opportunity to add Daniel Cheng to our research team. He has a strong institutional investment background, including 11 years at Sands Capital Management in Virginia, where he helped lead investments in healthcare companies across the U.S., Europe, and Asia. With his unique skillset, Daniel will support various areas of our investment offering including stock research, manager research, and asset allocation.
Daniel is working with us on a part-time basis ahead of a cross-country move in early 2025 with his wife Becca and their two young children.
A New Chapter
After nearly 30 years at Clifford Swan, Ken Dike is stepping back from the day-to-day responsibilities of managing our planned giving program. Moving into 2025, Ken will transition to a consulting role, allowing us and our clients access to Ken’s knowledge while allowing him the personal flexibility of retirement. We wish Ken a wonderful retirement with his wife Melissa.
We are very grateful to Ken for three decades of dedication to building our planned giving offering. He has been integral to our success in this area and leaves us in a good place to carry on without his daily involvement.
Download Article: Message from the CEO
The above information is for educational purposes and should not be considered a recommendation or investment advice. Investing in securities can result in loss of capital. Past performance is no guarantee of future performance.
