Kathleen Gilmore Capehart
Vorsitzender bei Clifford Swan Investment Counsel LLC
Profil
Ms. Kathleen G.
Capehart is a Chairman, President & Principal at Clifford Swan Investment Counsel LLC.
As President, she oversees the breadth and depth of Clifford Swan’s counseling services for individuals, families, and nonprofit organizations.
She is a Pasadena native and graduated Phi Beta Kappa from Williams College in Massachusetts.
Aktive Positionen von Kathleen Gilmore Capehart
Unternehmen | Position | Beginn |
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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. | Vorsitzender | 01.01.2007 |
Ausbildung von Kathleen Gilmore Capehart
Williams College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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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 |