Profiel
Mr. Brown joined Clifford Swan in November 2007.
Prior to that, he served as Controller for Pilgrim Place in Claremont, a not-for-profit retirement community; was a Vice President and Trust Office for Terre Haute First National Bank in Indiana; and worked for the accounting firm of Ernst and Ernst as a supervisor serving both audit and tax clients including not-for-profit organizations, financial institutions and investment companies.
He has extensive background in trust administration and tax issues as well as financial accounting.
Mr. Brown earned Bachelor of Science degree with High Distinction with Major in Accounting, from Indiana University in 1975.
He is a member of American Institute of Certified Public Accountants.
Eerdere bekende functies van James Robert Brown
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Financieel Directeur/CFO | 31-10-2007 |
First Financial Bank, NA (Terre Haute, Indiana)
 First Financial Bank, NA (Terre Haute, Indiana) Investment ManagersFinance First Financial Bank is an investment advisor headquartered in Terre Haute, Indiana. The bank traces their origins to 1834, when the Terre Haute branch of the State Bank of Indiana was founded. The firm received approval to establish a multi-bank holding company from the Federal reserve Board and in February 1983 First Financial Corp. (NASDAQ: THFF) became the holding company for what was then known as Terre Haute First National Bank. Through growth and mergers, First Financial has become a strong group of community banks. In 2003, the unification of affiliate banks as First Financial Bank began. The Morris Plan of Terre Haute and Forrest Sherer Insurance, members of First Financial Corporation, were not included in the unification. First Financial Bank is the oldest national bank in Indiana and the 6th oldest bank in the US, still holding the 47th charter granted in the US. | Corporate Officer/Principal | 01-01-1971 |
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. | Financieel Directeur/CFO | - |
Opleiding van James Robert Brown
| Indiana University | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
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First Financial Bank, NA (Terre Haute, Indiana)
First Financial Bank, NA (Terre Haute, Indiana) Investment ManagersFinance First Financial Bank is an investment advisor headquartered in Terre Haute, Indiana. The bank traces their origins to 1834, when the Terre Haute branch of the State Bank of Indiana was founded. The firm received approval to establish a multi-bank holding company from the Federal reserve Board and in February 1983 First Financial Corp. (NASDAQ: THFF) became the holding company for what was then known as Terre Haute First National Bank. Through growth and mergers, First Financial has become a strong group of community banks. In 2003, the unification of affiliate banks as First Financial Bank began. The Morris Plan of Terre Haute and Forrest Sherer Insurance, members of First Financial Corporation, were not included in the unification. First Financial Bank is the oldest national bank in Indiana and the 6th oldest bank in the US, still holding the 47th charter granted in the US. | Finance |
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 |
