Clifford Swan Investment Counselors Employee Directory

Q: What is Clifford Swan Investment Counselors known for?

Clifford Swan Investment Counselors was founded in 1915. Clifford Swan Investment Counselors operates in the Financial Services industry.

Financial ServicesUnited States11-50 Employees

Clifford Swan Investment Counselors advises individuals, families and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. Completely independent, we employ a disciplined, long-term approach toward investment management.

To help our clients with both the responsibilities and the possibilities of significant wealth, we use our experience and expertise to collaboratively address issues of wealth transfer and family education.

Social Media Disclosures: http://www.cliffordswan.com/socialmediadisclosures

Find Clifford Swan Investment Counselors employees' phone numbers or email addresses

Clifford Swan Investment Counselors Global Highlights

North America
57

United States Of America
57

Clifford Swan Investment Counselors's Leadership

K. S.
Chief Executive Officer
Mobile Phone
Email
J. B.
Chief Financial Officer
Mobile Phone
Email
F. J.
President
Mobile Phone
Email
P. T.
President
Mobile Phone
Email
C. S.
Owner
Mobile Phone
Email
M. P.
Partner
Mobile Phone
Email
S. A.
Director
Mobile Phone
Email
B. W.
Portfolio Manager
Mobile Phone
Email

Contact profiles from Clifford Swan Investment Counselors

Name

Title

Contact Info

Location

Last Update

M. T.
Operations Manager
Mobile Phone
Email
United States
Jun 09, 2025
R. Z.
Principal And Fixed Income Specialist
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
R. F.
Client Service Specialist
Mobile Phone
Email
Oct 22, 2025
M. A.
Administrator
Mobile Phone
Email
Oct 17, 2024
M. H.
Client Service Specialist
Mobile Phone
Email
Oct 18, 2024
S. S.
Client Service Specialist
Mobile Phone
Email
Oct 21, 2024
T. W.
Client Service Specialist
Mobile Phone
Email
Oct 22, 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. The company's main headquarters is located in 177 E Colorado Bvld, Suite 550, Pasadena, CA 91105, US; 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 45 employees as of October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, Clifford Swan Investment Counselors's key employees include:

Chief Executive Officer: K. S.
Chief Financial Officer: J. B.
President: F. J.
President: P. T.
Owner: C. S.

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