To fulfill our commitment to you, we rely on the expertise that each of us brings to the collective wisdom of the firm.
Profiles of Clifford Swan Professionals
For more information, or if you are seeking to explore the services of Clifford Swan, please contact Kathleen Gilmore, Client Services Officer. Clifford Swan requires a minimum asset portfolio of $1 million.
Board of Directors
- Linda Davis Taylor, Chairman
Past President Philip V. Swan Associates - Richard H. Adler, Convergent Capital Management
- Maye Albanez, Clifford Swan Investment Counsel
- Peter J. Boyle, Clifford Swan Investment Counsel
- Michael G. Davis, Clifford Swan Investment Counsel
- Jon C. Hunt, Convergent Capital Management
Our Core Values
It is our intention to exceed your expectations of optimal service. We do this by honoring our own core values each day, for every client we serve. Individually and collectively we pledge ourselves to these core values:
- Commitment to excellence in client satisfaction
- Integrity in all interactions through ethical behavior
- Mutual respect and trust
- Collaborative environment built on teamwork
- Entrepreneurial culture encouraging independence of thought
- Personal enjoyment and satisfaction.
