Profil
Mr. Kevin J.
Cavanaugh is Principal & Investment Counselor at Clifford Swan Investment Counsel LLC.
He joined the firm in 2011.
Mr. Cavanaugh has over 20 years of experience in the investment management industry, including founding an investment counseling firm in County Kerry, Ireland.
Prior to that venture, he served as Chief Investment Officer of Palladian Capital Management in Los Angeles, which he founded in 1998.
Earlier experience includes seven years as Executive Vice President of Cramblit & Carney, Inc., Los Angeles, where he managed client portfolios and performed fundamental research on equity and fixed income securities.
He began his career at CMB Investment Counselors as a research analyst and trader.
He received his undergraduate degree from Loyola Marymount University and a graduate degree from Loyola Marymount University.
Postes actifs de Kevin James Cavanaugh
| Sociétés | Poste | Début |
|---|---|---|
Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan builds personalized strategies for wealth preservation and growth based upon the unique objectives and circumstances of the client. The firm employs a disciplined, long-term approach toward investment management. While a client can elect to have an all-equity portfolio or an all-fixed-income portfolio, most of their clients have balanced portfolios, invested in equities and fixed-income securities. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Anciens postes connus de Kevin James Cavanaugh
| Sociétés | Poste | Fin |
|---|---|---|
CMB Investment Counselors, Inc. | Corporate Officer/Principal | - |
Cramblit & Carney
Cramblit & Carney Investment ManagersFinance Investment advisory services | Corporate Officer/Principal | - |
Formation de Kevin James Cavanaugh
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Cramblit & Carney
Cramblit & Carney Investment ManagersFinance Investment advisory services | Finance |
Loyola Marymount University
Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan builds personalized strategies for wealth preservation and growth based upon the unique objectives and circumstances of the client. The firm employs a disciplined, long-term approach toward investment management. While a client can elect to have an all-equity portfolio or an all-fixed-income portfolio, most of their clients have balanced portfolios, invested in equities and fixed-income securities. | Finance |
CMB Investment Counselors, Inc. |
















