Roger joined Clifford Swan in 2005 and has more than 35 years of investment industry experience as a trader, equity analyst, and portfolio manager. His clients include individuals, institutions, and non-profit organizations. Prior to Clifford Swan, Roger was a partner at Van Deventer & Hoch, and a Vice President and Senior Portfolio Manager at its successor company, Mellon. Roger also was a specialist at the Pacific Stock Exchange in Los Angeles. Roger enjoys all facets of the investment counseling practice, from research and portfolio management to client service. He is a former President of the Chartered Financial Analyst (CFA) Society of Los Angeles and greatly enjoys teaching the