Peter James Boyle
Algemeen Directeur bij Clifford Swan Investment Counsel LLC
Profiel
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.
Actieve functies van Peter James Boyle
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 01-01-2020 |
Eerdere bekende functies van Peter James Boyle
| 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. | President | 31-10-2007 |
| Security Pacific National Bank | Corporate Officer/Principal | - |
Opleiding van Peter James Boyle
| University of California, Berkeley | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
