News
Clifford Swan’s CEO Featured on So Money Podcast
In a recent episode, Clifford Swan's CEO Linda Davis Taylor was featured on Farnoosh Torabi's So Money podcast for a conversation about women's financ...
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Message from the CEO – January 2019
After over two decades at Clifford Swan, Carolyn Barber retired on December 31, 2018. Carolyn joined the firm in 1996 and served as an investment coun...
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Linda Davis Taylor Quoted by PBS News Hour on New Year’s Resolutions for Your Finances
PBS News Hour quotes Linda Davis Taylor, Clifford Swan’s Chairman and CEO, in an article on setting New Year’s resolutions for personal finances. Whil...
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Clifford Swan in the Community: CFA Institute Research Challenge
In alignment with Clifford Swan’s mission to impart “wisdom for generations,” equity analyst, investment counselor and CFA charterholder Anil Kapoor v...
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Linda Davis Taylor Published in SELF Magazine
Giving Tuesday is a popular time to give, but what about the rest of the year? In her latest article for SELF Magazine, Linda Davis Taylor, Clifford S...
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Article by Linda Davis Taylor Featured in SELF Magazine
Following the recent midterm elections, Linda Davis Taylor's article in SELF Magazine explores how women are harnessing their financial power and usin...
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Linda Davis Taylor Featured in SELF Magazine
What piece of advice would you offer to someone learning how to manage their money? In her recent article for SELF Magazine, Linda Davis Taylor, Cliff...
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Linda Davis Taylor Published in Thrive Global Magazine
Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence. In her art...
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New Colleagues Join Clifford Swan
Over the summer, we welcomed three new colleagues to the firm—Preeti Chamber, Emily Kirby, and David Lin. Preeti joins our outstanding team of client ...
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Summer Internship Program Successfully Completes Fifth Year
Clifford Swan's internship program aims to provide talented undergraduate students who have shown interest in the investment and wealth management bus...
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