Roger L. Gewecke, Jr., CFA, Principal

Roger Gewecke has been in the investment industry for over 25 years as a trader, equity analyst, and portfolio manager. He joined Clifford Swan in 2005 where he serves on both the Research and Investment Committees. His clients include individuals, institutions, and non-profit organizations. Prior to joining this firm, Roger was a partner at Van Deventer & Hoch, and later a Vice President and Senior Portfolio Manager at its successor company, Mellon. Roger also was a specialist at the Pacific Stock Exchange in Los Angeles.

Roger enjoys all facets of the investment counseling practice, from research and portfolio management to client service. He has also given back to his profession as an active volunteer for the Chartered Financial Analyst (CFA) Society of Los Angeles, and greatly enjoys teaching in the review program for those aspiring to earn the CFA designation.