Anil Kapoor, CFA

Principal, Equity Analyst, Investment Counselor

(626) 792-2228  

Anil began his career in public accounting at Ernst & Young before deciding to concentrate on the investment management industry. In his over 20 years in the industry, he has worked as a bottom-up analyst on numerous industries within different strategies (long only, market-neutral, etc.). His professional experience includes Auditing & Assurance Business Advisory Services, Financial Analysis, and Research/Portfolio Management. Here at Clifford Swan, Anil focuses his efforts primarily on equity research.

"Designing your product for monetization first and people second will probably leave you with neither."


CFA Society of Los Angeles
CFA Institute
American Institute of Certified Public Accountants (AICPA)
Pasadena Breakfast Forum 

State University of New York at Albany, Bachelor of Science, Accounting, 1996
Chartered Financial Analyst, 2003

Stay Connected