Peter has served as Chief Executive Officer of Clifford Swan Investment Counselors since 2020, and as Chief Investment Officer since 2010. Previously, he served as President starting in 2001. An Investment Counselor since 1992 when he joined the firm, Peter has an extensive background in tax and estate planning and is a valued resource to all counselors and clients in these areas. Before joining the firm, Peter served as a Senior Trust Officer with Security Pacific National Bank. His active community involvement includes serving with the Tournament of Roses Association and he is a member of the Pasadena Rotary Club and a Board member of the Pasadena Police & Fire Pension. Peter is a m