John Galbreath and Abigail Gilliland were selected from a competitive pool of over 150 applicants for the sixth year of Clifford Swan’s summer internship program. Abby is a rising junior at Claremont McKenna College where she is pursuing a degree in Economics and Philosophy and a minor in Financial Economics. Also a rising junior, John is majoring in Business Administration at the University of Southern California.
In the spirit of the Clifford Swan mission to instill Wisdom for Generations, the summer internship program aims to provide undergraduate students seeking a career in investment and wealth management a fundamental educational experience and opportunity to develop skills in the field.
Clifford Swan colleagues Jennifer Maqueda, David Lin, and Dan Mintz conducted the interviews and selected the successful candidates. Over the course of two months, John and Abby learned about several aspects of the firm, including portfolio management, securities analysis and research, trading and execution, client service, compliance, marketing, and operations. Learning was hands-on, with the interns working directly with Clifford Swan colleagues who served as teachers and mentors for targeted projects.
Abby shared that she was attracted to the internship because she admires the firm’s holistic, multigenerational approach to wealth management and emphasis on achieving clients’ goals. John appreciated that the internship framed a career in wealth management within the context of the many career paths available in the financial industry. Both John and Abby look forward to sharing their new financial knowledge and skills with their peers in the undergraduate investment associations to which they belong.
Of the internship, Jennifer commented, “Through their intellectual curiosity, insights, and high-quality work, John and Abby contributed meaningfully to the firm. Without question, wisdom was shared across generations.”