Profil
Mr. Clifford P.
Haugen, CFA, is a Principal, President & Financial Advisor at BLB&B Advisors LLC.
He specializes in helping individuals, families, and non-profit entities identify and address complex financial and strategic challenges.
In addition to his extensive experience in the securities industry, he is also a business owner, an entrepreneur, and a leader at several educational institutions.
Prior to joining BLB&B in September 2008, Mr. Haugen was the President, CFO and CCO of Rutherford, Brown & Catherwood and the CFO and CCO of Walnut Asset Management.
Prior to working with Walnut, he served as Investment Manager for Haugen Agro, LLLP and co-founded Seedling Group, LLC.
Mr. Haugen is a summa cum laude graduate of The University of Pennsylvania where he obtained an M.S.
in Systems Engineering and concurrent B.S.
degrees in Economics.
Postes actifs de Clifford Peter Haugen
| Sociétés | Poste | Début |
|---|---|---|
BLB&B Advisors LLC
 BLB&B Advisors LLC Investment ManagersFinance BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. | President | 01/09/2008 |
Anciens postes connus de Clifford Peter Haugen
| Sociétés | Poste | Fin |
|---|---|---|
Walnut Asset Management LLC
 Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Directeur Financier/CFO | 31/08/2008 |
Rutherford, Brown & Catherwood LLC
 Rutherford, Brown & Catherwood LLC Investment ManagersFinance Rutherford, Brown & Catherwood LLC provides investment advisory services. The company is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - |
Formation de Clifford Peter Haugen
| University of Pennsylvania | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
BLB&B Advisors LLC
BLB&B Advisors LLC Investment ManagersFinance BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. | Finance |
Rutherford, Brown & Catherwood LLC
Rutherford, Brown & Catherwood LLC Investment ManagersFinance Rutherford, Brown & Catherwood LLC provides investment advisory services. The company is headquartered in Philadelphia, PA. | Finance |
