What departments does Clifford Swan Investment Counselors have?

Clifford Swan Investment Counselors has employees across 3 departments including Entrepreneurship, Program & Project Management, Administrative.

What is the largest department at Clifford Swan Investment Counselors?

The largest department at Clifford Swan Investment Counselors is Entrepreneurship with 2 employees.

Where are Clifford Swan Investment Counselors employees located globally?

Clifford Swan Investment Counselors has employees across 2 continents and 2 countries including India, United States Of America.

How has Clifford Swan Investment Counselors's team size changed over time?

Clifford Swan Investment Counselors's team has grown from approximately 34 to 39 employees based on available data.

Clifford Swan Investment Counselors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Clifford Swan Investment Counselors operates in the financial services sector, providing independent, personalized investment management for individuals, families, and mid-sized institutions. The firm emphasizes wealth preservation and growth through a disciplined, long-term investment philosophy, tailoring strategies to each client's circumstances. It leverages its experience to address issues of wealth transfer and family education, supporting clients as they navigate the responsibilities and possibilities of substantial wealth.

Based in Pasadena, California, the firm serves a client base that includes individuals, families, and mid-sized institutions seeking prudent stewardship of assets. Its independence allows it to align investment decisions with client interests, adopting a disciplined approach rather than short-term market opportunism. In March 2024, Clifford Swan named David Lin as Chief Investment Officer, marking a notable leadership development for the firm.

Clifford Swan Investment Counselors Global Highlights

North America
67

United States Of America
67

Asia
1

India
1

Clifford Swan Investment Counselors's Leadership

K. S.
Chief Executive Officer
Mobile Phone
Email
F. J.
President
Mobile Phone
Email
P. T.
President
Mobile Phone
Email
C. S.
Owner
Mobile Phone
Email
B. W.
Portfolio Manager
Mobile Phone
Email
E. A.
Appraiser And Office Manager
Mobile Phone
Email
K. D.
Manager
Mobile Phone
Email
K. D.
Principal
Mobile Phone
Email

Clifford Swan Investment Counselors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Entrepreneurship
Business
Arts & Design
Other

Contact profiles from Clifford Swan Investment Counselors

Name

Title

Contact Info

Location

Last Update

C. S.
Owner
Mobile Phone
Email
Oct 17, 2024
F. J.
President
Mobile Phone
Email
Oct 18, 2024
K. S.
Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
P. T.
President
Mobile Phone
Email
Oct 21, 2024
B. W.
Portfolio Manager
Mobile Phone
Email
Oct 23, 2024
E. A.
Appraiser And Office Manager
Mobile Phone
Email
Oct 18, 2024
K. D.
Manager
Mobile Phone
Email
Oct 02, 2023
K. D.
Principal
Mobile Phone
Email
Oct 23, 2024
R. F.
Client Service Specialist
Mobile Phone
Email
Oct 22, 2025
M. A.
Administrator
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Clifford Swan Investment Counselors known for?

Clifford Swan Investment Counselors was founded in 1915 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-626-792-****

. Explore Clifford Swan Investment Counselors's company overview page for more information.

What is Clifford Swan Investment Counselors's most common email format?

Clifford Swan Investment Counselors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Clifford Swan Investment Counselors email formats with LeadIQ.

How many employees does Clifford Swan Investment Counselors have currently?

Clifford Swan Investment Counselors has approximately 47 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Clifford Swan Investment Counselors's key employees and leadership?

As of July 2026, Clifford Swan Investment Counselors's key employees include:

Chief Executive Officer: K. S.
President: F. J.
President: P. T.
Owner: C. S.
Portfolio Manager: B. W.

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Clifford Swan Investment Counselors Employee Directory

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