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Carolyn S. Barber, CFA, CIPM, Principal

200 South Los Robles
Suite 320
Pasadena, CA 91101
Tel: 626.792.2228  

Teams: Investment Counselors Team

Carolyn Barber has served clients in the financial investment industry since 1979. She joined Clifford Swan in 1996.

In addition to her work with clients, Carolyn serves on both the Research and Investment Teams at the firm. She has a special interest in performance measurement and has received her Certificate in Investment Performance Measurement (CIPM), a certification program created by the CFA Institute “to train highly qualified, ethically grounded performance professionals to meet industry needs.”

Her professional experience prior to joining the firm includes many years of working with clients and serving as a member of the Investment Committee of Athena Investment Management.

Affiliations

  • CFA Society of Los Angeles
  • CFA Institute

Education

  • California State University Los Angeles, Bachelor of Science, Business Administration, 1985
  • Chartered Financial Analyst
  • Certificate in Investment Performance Measurement