Kathleen Gilmore Capehart
Chairman at Clifford Swan Investment Counsel LLC
Profile
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.
Kathleen Gilmore Capehart active positions
Companies | Position | Start |
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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. | Chairman | 2006-12-31 |
Training of Kathleen Gilmore Capehart
Williams College | Undergraduate Degree |
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Linked companies
Private companies | 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 |
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