Kevin James Cavanaugh
Gestionnaire de Portefeuille-Actions chez Clifford Swan Investment Counsel LLC
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 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. | 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 Part of Franklin Resources, Inc., Cramblit & Carney is an American investment advisory services company. The company is based in Los Angeles. Cramblit & Carney was acquired by Fiduciary Trust International of California on September 28, 1998. | Corporate Officer/Principal | - |
Formation de Kevin James Cavanaugh
| Loyola Marymount University | Undergraduate Degree |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Cramblit & Carney
Cramblit & Carney Investment ManagersFinance Part of Franklin Resources, Inc., Cramblit & Carney is an American investment advisory services company. The company is based in Los Angeles. Cramblit & Carney was acquired by Fiduciary Trust International of California on September 28, 1998. | 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 |
| CMB Investment Counselors, Inc. |