Peter James Boyle
Amministratore Delegato presso Clifford Swan Investment Counsel LLC
Profilo
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.
Posizioni attive di Peter James Boyle
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/01/2020 |
Precedenti posizioni note di Peter James Boyle
| Società | Posizione | Fine |
|---|---|---|
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. | Presidente | 31/10/2007 |
| Security Pacific National Bank | Corporate Officer/Principal | - |
Formazione di Peter James Boyle
| University of California, Berkeley | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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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