INDIVIDUALS & FAMILIES INSTITUTIONS TEAM ABOUT VIEWPOINT CONTACT LOG IN NEWS Message from the CEO – August 2021 By Peter J. Boyle August 11, 2021 Looking back on my first year serving as CEO, the theme of the year has been resiliency. Covid has presented so many individual and collective challenges. I am extremely proud of the Clifford Swan team for their adaptability, support of one another, and unwavering commitment to our clients. There was (and still is) a true sense of being in this together. "I am extremely proud of the Clifford Swan team for their adaptability, support of one another, and unwavering commitment to our clients." Although we aren’t fully out of the woods, it has been wonderful to carefully and thoughtfully reopen our offices and start to see colleagues and clients in person. I’m thankful that the Clifford Swan team and our families were recently able to gather in my backyard where we all enjoyed burgers, fries, and, of course, pie from local favorite, Pie ‘N Burger. "Beyond adding investment and client service capabilities to our firm, these individuals exemplify Clifford Swan’s culture through their energy, commitment, and collegiality." We welcomed new colleagues Murcy Huang and Sophia Sose this year. Sophia joins our exceptional team of client service specialists, working closely with Executive Director of Planned Giving Services, Ken Dike, to support our institutional clients with their planned giving programs. Murcy’s significant experience in fixed income research and portfolio management make her an important addition to our fixed income portfolio team. Beyond adding investment and client service capabilities to our firm, these individuals exemplify Clifford Swan’s culture through their energy, commitment, and collegiality. We look forward to having you get to know Murcy and Sophia, too. Let's take the next step together STAY CONNECTED First Name Last Name Email 177 East Colorado Blvd. Suite 550 Pasadena, CA 91105 T: 626.792.2228 F: 626.792.2670 E: info@cliffordswan.com Privacy Policy Disclaimer

INDIVIDUALS & FAMILIES INSTITUTIONS TEAM ABOUT VIEWPOINT CONTACT LOG IN No upcoming events Let's take the next step together STAY CONNECTED First Name Last Name Email 177 East Colorado Blvd. Suite 550 Pasadena, CA 91105 T: 626.792.2228 F: 626.792.2670 E: info@cliffordswan.com Privacy Policy Disclaimer