Kathleen Gilmore Capehart

Chairman at Clifford Swan Investment Counsel LLC

Finance

Consumer Services

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
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

All active positions of Kathleen Gilmore Capehart

Training of Kathleen Gilmore Capehart

Williams College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Kathleen Gilmore Capehart's experience

Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	1
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