Peter James Boyle
Chief Executive Officer at Clifford Swan Investment Counsel LLC
Profile
Mr. Peter J.
Boyle, CFA, is a Chief Executive Officer & Principal at Clifford Swan Investment Counsel LLC.
He is on the Board of Directors at Clifford Swan Investment Counsel LLC.
He has served as Chief Executive Officer of Clifford Swan Investment Counselors since 2020.
Previously, he served as President starting in 2001 and Chief Investment Officer starting in 2010.
Before joining the firm, he served as a Senior Trust Officer with Security Pacific National Bank.
Peter James Boyle active positions
| Companies | Position | Start |
|---|---|---|
Clifford Swan Investment Counsel LLC
 Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Chief Executive Officer | 2019-12-31 |
Former positions of Peter James Boyle
| Companies | Position | End |
|---|---|---|
Clifford Associates LLC
 Clifford Associates LLC Investment ManagersFinance Founded in 1915, Clifford Associates LLC manages assets for individuals, family trusts endowments, charitable trusts, universities, hospitals and other non-profit organizations. They are based in Pasadena, California. | President | 2007-10-30 |
| Security Pacific National Bank | Corporate Officer/Principal | - |
Training of Peter James Boyle
| University of California, Berkeley | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
| Private companies | 3 |
|---|---|
Clifford Associates LLC
Clifford Associates LLC Investment ManagersFinance Founded in 1915, Clifford Associates LLC manages assets for individuals, family trusts endowments, charitable trusts, universities, hospitals and other non-profit organizations. They are based in Pasadena, California. | Finance |
Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Finance |
| Security Pacific National Bank | Finance |
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