Carolyn Swabb Barber
Compliance Officer chez Clifford Swan Investment Counsel LLC
Profil
Ms. Carolyn S.
Barber, CFA, is a Principal, CCO & Investment Counselor at Clifford Swan Investment Counsel LLC.
Ms. Barber professional experience prior to joining Clifford Swan includes many years at Athena Investment Management, working with clients and serving on the Investment Committee.
She received her undergraduate degree from California State University-Los Angeles.
Postes actifs de Carolyn Swabb Barber
| Sociétés | Poste | Début |
|---|---|---|
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. | Compliance Officer | 01/01/2007 |
Anciens postes connus de Carolyn Swabb Barber
| Sociétés | Poste | Fin |
|---|---|---|
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. | Corporate Officer/Principal | 30/10/2007 |
Athena Investment Management
 Athena Investment Management Investment ManagersFinance Athena Investment Management provides investment advice. The American company was founded in 1977. Jack Edward Andrews has been the CEO of the private company since 1990. | Corporate Officer/Principal | - |
Formation de Carolyn Swabb Barber
| California State University-Los Angeles | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
Athena Investment Management
Athena Investment Management Investment ManagersFinance Athena Investment Management provides investment advice. The American company was founded in 1977. Jack Edward Andrews has been the CEO of the private company since 1990. | 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 |
