Clifford Swan Investment Counsel

Description

Address: 177 E Colorado Blvd #550, Pasadena, CA 91105 Phone: (626) 792-2228: : Category: Website: : : Hours: Place name: : : Website: http://cliffordswan.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Clifford Swan Investment Counsel Posting publicly on the Web Write a review Reviews Be the first to review

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Clifford Swan Investment Counsel Employees

Employee
Years
Job
Industry
Allen Mercer Allen Mercer Los Angeles, California Details
Allen Mercer's Clifford Swan Investment Counsel Experience March 2015 - Present
Job Equity Research Analyst at Clifford Swan Investment Counsel
Industry Investment Management
Experience
Clifford Swan Investment Counsel   March 2015 - Present
Capital Group (American Funds)   January 2015 - February 2015
Jensen Investment Management (Jensen Quality Growth Fund - JENIX)   September 2013 - January 2015
Stoel Rives LLP  March 2012 - September 2013
US Bank  August 2011 - March 2012
Phillips and Company Wealth Strategies  April 2011 - July 2011

Skills
Equity Research, Asset Management, Financial Modeling, Valuation, Financial Analysis, Quantitative Analytics, Investments, Financial Reporting, Performance Reporting, Microsoft Excel, Salesforce.com, SQL, Bloomberg Terminal, Morningstar Direct, Advent, TPA, IPM

Education
Willamette University - Atkinson Graduate School of Management   2012 — 2016
Master of Business Administration (MBA), Finance

Oregon State University   2007 — 2010
Bachelor of Science, Finance

Alisa Sarkisian Alisa Sarkisian Glendale, California Details
Alisa Sarkisian's Clifford Swan Investment Counsel Experience April 2014 - January 2015
Job Physician Liaison at Prime MSO
Industry Financial Services
Experience
Clifford Swan Investment Counsel   April 2014 - January 2015
Merrill Lynch  October 2013 - December 2013
Capital Group  January 2008 - October 2013
Wells Fargo  November 2006 - September 2007
Wells Fargo Bank  November 2005 - November 2006
Wells Fargo Bank  April 2001 - April 2004

Skills
Investments, Mutual Funds, Finance, Management, Sales, Auditing, Asset Allocation, Training, Selling, Financial Statements, Financial Accounting, Credit Cards, Equities, Sales Management, Accounting, Asset Management, Financial Analysis, Credit, Bloomberg, Fixed Income, Wealth Management, Investment Strategies, Executive Level..., Event Planning

Education
Woodbury University   2014 — 2015
Master of Arts (M.A.), Organizational Leadership

University of Phoenix   2005 — 2009
Bachelor of Science, Business Management

Jennifer Loesch Jennifer Loesch Pasadena, California Details
Jennifer Loesch's Clifford Swan Investment Counsel Experience July 2013 - Present
Job Marketing and Client Relations Associate, Clifford Swan Investment Counsel
Industry Investment Management
Experience
Clifford Swan Investment Counsel   July 2013 - Present
Warner Bros. Pictures  May 2010 - June 2013
Foothill Family Service  September 2009 - May 2010
Scripps College  September 2006 - May 2009
Warner Bros. Pictures  May 2008 - August 2008

Skills
Advertising, Publicity, Event Planning, Entertainment, Editing, Press Releases, Relationship Management, Marketing, Nonprofits

Education
Scripps College   2005 — 2009
BA, Economics, Psychology

UCL   2007 — 2007
Affiliate Psychology Student, Psychology, Art History

Cathy Loengaa Cathy Loengaa Greater Los Angeles Area Details
Cathy Loengaa's Clifford Swan Investment Counsel Experience May 2005 - October 2008
Job Executive Administration / Team Coordinator/Office Manager
Industry Consumer Goods
Experience
East West Bank  2013 - 2015
Charles Pankow Builders  October 2010 - November 2011
Avery Dennison  May 2008 - July 2011
Clifford Swan Investment Counsel   May 2005 - October 2008
Temporary Assignments  September 2002 - May 2005
Goldman Sachs  May 2000 - February 2001
Unocal  October 1986 - March 2000

Skills
PeopleSoft

Education
Los Angeles City College   1980 — 1985
AA, General

Jennifer Nolan Lyon Jennifer Nolan Lyon San Francisco Bay Area Details
Jennifer Nolan Lyon's Clifford Swan Investment Counsel Experience May 1998 - July 2000
Job Director, Annual Giving at University of California, San Francisco
Industry Fund-Raising
Experience
University of California, San Francisco  June 2010 - Present
UCSF  March 2009 - June 2010
Nimblefish Technologies  November 2007 - March 2009
KASPICK & CO.   2000 - 2007
Clifford Swan Investment Counsel   May 1998 - July 2000
University of Colorado  July 1997 - May 1998
University of Colorado Foundation  August 1995 - July 1997

Skills
Annual Giving, Fundraising, Planned Giving, Alumni Relations, Direct Marketing, Non-profits, Stewardship, Public Relations, Community Outreach, Nonprofits, Direct Mail, Program Management, Philanthropy, Marketing, Volunteer Management

Education
University of Colorado Boulder   1990 — 1995

Peter Boyle Peter Boyle Greater Los Angeles Area Details
Peter Boyle's Clifford Swan Investment Counsel Experience April 1992 - Present
Job President at Clifford Swan Investment Counsel
Industry Financial Services
Experience
Clifford Swan Investment Counsel   April 1992 - Present
Security Pacific National Bank  1988 - 1992

Skills
Asset Management, Alternative Investments, Asset Managment, High Net Worth..., Fixed Income, Investments, Private Equity, Wealth Management, Portfolio Management, Investment Management, Investment Advisory, Wealth Management..., Series 7, Investment Strategies, Mutual Funds, Estate Planning, Asset Allocation, Securities

Education
University of California, Berkeley   1983 — 1987
BA, Political Economy of Industrial Societies

Polytechnic School   1979 — 1983
College Prep

Emily Hudson Emily Hudson New York, New York Details
Emily Hudson's Clifford Swan Investment Counsel Experience October 2012 - July 2013
Job Recruitment Program Assistant at NYU Wasserman Center for Career Development
Industry Higher Education
Experience
NYU Wasserman Center for Career Development  September 2014 - Present
Rubenstein Associates  August 2014 - September 2014
Rubenstein Associates  July 2013 - August 2014
Clifford Swan Investment Counsel   October 2012 - July 2013
Pasadena Community Foundation   June 2012 - October 2012
Claremont McKenna College Alumni and Parent Relations   January 2010 - May 2012
Claremont McKenna College Psychology Research Lab   January 2010 - May 2010
Claremont McKenna College Phonenite   February 2009 - May 2009
Law Offices of Adams, Hawekotte, & Hudson   June 2008 - August 2008

Skills
Nonprofits, Editing, RFP Response, Events Coordination, Social Media Marketing, Marketing Strategy, Writing, Volunteer Management, Social Media, Marketing, Public Speaking, Microsoft Excel, Event Planning

Education
NYU Steinhardt School of Culture, Education, and Human Development   2015 — 2017
Masters of Higher Education and Student Affairs

Claremont McKenna College   2008 — 2012
Bachelor of Arts, Psychology

Westridge School   1999 — 2008

Gracie Matsuda Gracie Matsuda Pasadena, California Details
Gracie Matsuda's Clifford Swan Investment Counsel Experience March 2006 - Present
Job Client Service/Trading Assistant at Clifford Swan Investment Counsel
Industry Financial Services
Experience
Clifford Swan Investment Counsel   March 2006 - Present
Bank of America  1989 - 2005

Skills
Fixed Income, Bonds, Bloomberg, Equities, Asset Management, Securities, Financial Analysis, Investments, Derivatives, Hedge Funds, Financial Modeling, Mutual Funds, Asset Allocation

Education
East Los Angeles College

Linda Davis Taylor Linda Davis Taylor Greater Los Angeles Area Details
Linda Davis Taylor's Clifford Swan Investment Counsel Experience 2010 - Present
Job CEO at Clifford Swan Investment Counsel
Industry Investment Management
Experience
Clifford Swan Investment Counsel   2010 - Present
CCM Family Advisors   January 2008 - Present
Scripps College  2009 - Present
Philip V. Swan Associates, Investment Counsel   May 1999 - October 2007
Amherst College  October 1986 - August 1989
Claremont McKenna College  1982 - 1987

Skills
Private Equity, Venture Capital, Asset Management, Investment Management, Equities, Fixed Income, Asset Allocation, Corporate Development, Investment Strategies, Wealth Management, Angel Investing, Philanthropy, Family Governance, Education

Education
Emory University   1970 — 1974
Bachelor of Arts (B.A.), Psychology

Christine Voyvodich Christine Voyvodich Greater Los Angeles Area Details
Christine Voyvodich's Clifford Swan Investment Counsel Experience 2005 - 2005
Job Board Member at Pasadena Service Federal Credit Union
Industry Government Administration
Experience
LACSD  August 2006 - Present
Pasadena Service Federal Credit Union   2001 - Present
AdChek, Inc.   2006 - 2006
AFA Financial Group, LLC   2004 - 2006
Clifford Swan Investment Counsel   2005 - 2005
Pankow Builders & Illig Construction   2001 - 2005
Southland Business Bank   1999 - 2001
Rescom  1997 - 1999
Pacific Western Bank formerly First American Bank   1988 - 1997
Merrill Lynch and E. F. Hutton   1984 - 1988

Skills
Accounting, Financial Analysis, Executive Management, Credit Analysis, Investments, Strategic Planning, Financial Risk..., Budgets, Managerial Finance, Government, Planning Budgeting &..., Microsoft Office, Commercial Lending, Loans, Securities and Investing, Financial Accounting..., Real Estate &..., Team Building, Environmental Awareness, Water Resources, Commercial Banking, Fundraising

Education
University of Phoenix   2001 — 2005
Bachelor's Degree, Business Management, 3.85

Pasadena City College   1992 — 1999
Business Administration and Management, General, 4.0

Glendale Community College   1990 — 1990
Certificate, Computer Concepts, 4.0

Pennsylvania State University   1976 — 1978
Business Administration and Management, General, 3.0

Roger Gewecke Roger Gewecke Greater Los Angeles Area Details
Roger Gewecke's Clifford Swan Investment Counsel Experience June 2005 - Present
Job Investment Counselor at Clifford Swan Investment Counsel
Industry Investment Management
Experience
Clifford Swan Investment Counsel   June 2005 - Present
Pacific Coast Stock Exchange   1982 - 1998

Skills
Asset Managment, Fixed Income, Asset Allocation, Asset Management, Series 7, Financial Analysis, Portfolio Management, Wealth Management, Investment Strategies, Investment Management, Alternative Investments, Wealth Management..., Equities

Education
University of Southern California   1978 — 1982
B.S., Business Administration

Anuj Mongia Anuj Mongia Claremont, California Details
Anuj Mongia's Clifford Swan Investment Counsel Experience May 2014 - August 2014
Job Financial Engineer with a passion for public and private markets | "Financial Engineering Student of the Year"
Industry Financial Services
Experience
Peter F. Drucker and Masatoshi Ito Graduate School of Management  January 2015 - July 2015
Clifford Swan Investment Counsel   May 2014 - August 2014
Peter F. Drucker and Masatoshi Ito Graduate School of Management  October 2013 - January 2014
IBM  August 2011 - September 2011

Skills
Management, Software Development, Matlab, C++, Public Speaking, Microsoft Excel, Risk Management, Financial Modeling, Data Analysis, Integration, C, Applied Mathematics, Analysis, Derivatives, Software Project..., UML Tools, UML, Statistics, Corporate Finance, Quantitative Finance, Financial Analysis, Convincing Power, Telecommunications, Research, Pre-sales, Valuation, R, Statistical Theory, Stochastic Processes, Hypothesis Testing, Quantitative Analytics, Equity Research, Private Equity, Equity Valuation, Equity Capital Markets, Equity Derivatives

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   2013 — 2015
Master's degree, Financial Engineering

Birla Institute of Technology   2008 — 2012
Bachelor's degree, Computer Science Engineering, First Class With Distinction

Sonja Weich Sonja Weich New Haven, Connecticut Details
Sonja Weich's Clifford Swan Investment Counsel Experience January 2010 - July 2012
Job Special Assistant, Office of the Superintendent at Newark Public Schools
Industry Higher Education
Experience
Newark Public Schools  November 2014 - Present
Newark Public Schools  June 2014 - November 2014
Education Pioneers  June 2013 - August 2013
Absolutely Solar, Inc.   June 2009 - June 2013
School on Wheels, Inc.   November 2011 - July 2012
Clifford Swan Investment Counsel   January 2010 - July 2012
CCM Family Advisors   June 2009 - July 2012
CCM Family Advisors   December 2008 - May 2009

Skills
Research, Non-profits, Economics, Community Outreach, Event Planning, Volunteer Management, Social Media, Strategic Planning, Program Development, Public Relations, Fundraising, Proposal Writing, Nonprofits, Program Management, Leadership, Start-ups, Strategy, Management

Education
YALE SCHOOL OF MANAGEMENT   2012 — 2014
Master of Business Administration (MBA)

Scripps College   2005 — 2009
Bachelor of Arts (BA), Economics

Marilyn Moore Marilyn Moore Greater Los Angeles Area Details
Marilyn Moore's Clifford Swan Investment Counsel Experience July 1988 - January 1998
Job Admin Asst/Division Coordinator at Azusa Pacific University
Industry Higher Education
Experience
Azusa Pacific University  September 2005 - Present
Morgan Stanley Smith Barney  January 2000 - September 2005
Clifford Swan Investment Counsel   July 1988 - January 1998

Skills
Theology, Religion, Biblical Studies, Higher Education, Event Planning, Microsoft Office, Customer Service, Volunteer Management, Leadership Development

Education
Azusa Pacific University   2014 — 2017
Master's Degree, Organizational Leadership

Azusa Pacific University   2011 — 2012
BSOL, Organizational Leadership

Pasadena City College   1978 — 1983
AA, Business

California State University-Los Angeles   1979 — 1981
Business