July 1, 2020

Welcome and Congratulations Photo

The Board of Directors has appointed Peter Boyle as Chief Executive Officer, and Kathleen Gilmore as President, effective July 1, 2020. Kathleen has also joined the Board of Directors and serves as its Chair. Our Chief Operating Officer and Chief Financial Officer, James Brown, continues in his existing role. Peter, Kathleen, and Jim collectively bring 67 years of experience and service to Clifford Swan, ensuring a seasoned and capable management team to oversee the operations of the firm.

This marks the culmination of a succession plan put in place a number of years ago. After over two decades with the organization, and over 10 years as Chair and CEO, Linda Davis Taylor retired from Clifford Swan on June 30, 2020. In her next phase, Linda will continue her thought leadership on financial literacy; her work can be followed on social media (Instagram and LinkedIn).

Additionally, we are thrilled to congratulate George Hasbun, Daniel Mintz, and David Lin on being elected new partners of the firm. George and David joined Clifford Swan in 2017 and 2018, respectively, as investment counselors, and Dan joined in 2017 as an equity analyst. These three professionals have become integral and valued members of the investment team.

Lastly, we are delighted to welcome Carlota Venegas, CFP®, CDFA®, to Clifford Swan. Carly joined us in May as an investment counselor, bringing 10 years of investment management and financial planning experience, including most recently advising clients within a private wealth advisory practice at Ameriprise Financial.

Carly’s professional background makes her a valuable addition to the firm. As a Certified Financial Planner™, Carly helps clients develop a comprehensive structure for the stewardship of their assets, in addition to managing the investment portfolio at the core of that structure. Additionally, as a Certified Divorce Financial Analyst® she brings a unique skillset to clients facing the complexities of divorce.

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