KATHLEEN GILMORE
Chair and President
Clifford Swan Investment Counselors
Kathleen Gilmore was named chair and president of Clifford Swan Investment Counselors in 2020. In 2002, she joined the independently owned Pasadena-based wealth management firm that provides customized portfolio management and personalized wealth strategies that support each client’s goals. As president, Gilmore oversees the breadth and depth of Clifford Swan’s investment counseling services for individuals, families and nonprofit organizations. As a certified financial planner, she helps clients create a sound structure for stewardship over their assets, in addition to the investment portfolio at the core of that structure.
Stepping into a leadership role during the pandemic was a challenge that Gilmore ably and enthusiastically took on. In addition to helping the firm’s employees navigate remote work and a gradual return to the office, the firm’s leadership also hired and integrated several new employees, implemented new technology, and expanded the breadth and depth of the firm’s investment counseling services.
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