Profil
Mr. David Andrew is Investment Counselor at Clifford Swan Investment Counsel LLC.
He joined the firm in November 2007.
Previously, Mr. Andrew joined Clifford Associates in 1997, after 10 years with the investment counseling firm of Leland A.
Parker & Associates, Inc., where he served as President and a portfolio manager.
Mr. Andrew prior experience includes several years with major California banks as a Vice President and department manager in real estate lending.
He is a member of the Los Angeles Society of Financial Analysts and the Association for Investment Management and Research.
Mr. Andrew received his BS from the University of Southern California in 1970 with a major in finance.
He continued his education at UCLA, completing a program in real estate.
Anciens postes connus de David Andrew
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. | Analyst-Equity | 31/10/2007 |
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. | Membre du Comité d'Investissement | - |
Formation de David Andrew
University of Southern California | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
---|---|
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 |