Peter James Boyle
Chief Executive Officer at Clifford Swan Investment Counsel LLC
Peter James Boyle active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Director/Board Member | 2006-12-31 | - |
| Chief Executive Officer | 2019-12-31 | - | |
| Portfolio Manager-Equities | 2006-12-31 | - | |
| Chief Investment Officer | 2009-12-31 | - | |
| Head of Private Banking | 2009-12-31 | - |
Career history of Peter James Boyle
Former positions of Peter James Boyle
| Companies | Position | Start | 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. | Analyst-Equity | 1991-12-31 | 2007-10-30 |
| Chief Investment Officer | 1991-12-31 | 2007-10-30 | |
| Portfolio Manager-Equities | 1991-12-31 | 2007-10-30 | |
| President | 1991-12-31 | 2007-10-30 | |
| Security Pacific National Bank | Corporate Officer/Principal | - | - |
Training of Peter James Boyle
| University of California, Berkeley | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
| Security Pacific National Bank | 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 |
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