Roger Leland Gewecke
Director/Board Member at Clifford Swan Investment Counsel LLC
Profile
Mr. Roger L.
Gewecke is Principal & Investment Counsellor at Clifford Swan Investment Counsel LLC.
He has more than 35 years investment industry experience as a trader, equity analyst, and portfolio manager.
His clients include individuals, institutions, and non-profit organizations.
He joined the firm in 2005.
He is a member of Clifford Swan Board.
Prior to Clifford Swan, He was a partner at Van Deventer & Hoch, and a Vice President and Senior Portfolio Manager at its successor company, Mellon.
He also was a specialist at the Pacific Stock Exchange in Los Angeles.
He received his undergraduate degree from the University of Southern California (1982).
He is a Chartered Financial Analyst, (2002).
He is a former President of the Chartered Financial Analyst Society of Los Angeles.
Roger Leland Gewecke active positions
| Companies | Position | Start |
|---|---|---|
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. | Director/Board Member | - |
Former positions of Roger Leland Gewecke
| Companies | Position | End |
|---|---|---|
Philip V. Swan Associates, Inc.
 Philip V. Swan Associates, Inc. Investment ManagersFinance Philip V. Swan Associates, LLC (PSA) of Pasadena, California, was established in 1984 and provides personalized investment counsel service for individuals, families, trustees, foundations and endowments | Director of Research - Equity | - |
Pacific Stock Exchange
 Pacific Stock Exchange Investment Banks/BrokersFinance Pacific Stock Exchange is a stock exchange. The private company is based in San Francisco, CA. | Corporate Officer/Principal | - |
Mellon Investments Corp.
 Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Corporate Officer/Principal | - |
Training of Roger Leland Gewecke
| University of Southern California | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
Mellon Investments Corp.
Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Finance |
Philip V. Swan Associates, Inc.
Philip V. Swan Associates, Inc. Investment ManagersFinance Philip V. Swan Associates, LLC (PSA) of Pasadena, California, was established in 1984 and provides personalized investment counsel service for individuals, families, trustees, foundations and endowments | Finance |
Pacific Stock Exchange
Pacific Stock Exchange Investment Banks/BrokersFinance Pacific Stock Exchange is a stock exchange. The private company is based in San Francisco, CA. | Finance |
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