Bio
Experience
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decline to state
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Clifford Investment Counsel, LLC
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Cleveland/Akron, Ohio Area
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President
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Jan 1999 - Present
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Cleveland/Akron, Ohio Area
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Duff & Phelps Investment Management Co.
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Greater Chicago Area
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Senior Vice President
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Jun 1988 - Mar 1999
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Greater Chicago Area
Institutional portfolio manager, managing fixed income and balanced portfolios for corporate and state retirement fund, insurance company and charitable foundation clients. Located in Cleveland from 1988 to 1993 and Chicago from 1994 to 1999.
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Scudder Stevens & Clark
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Cleveland/Akron, Ohio Area
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Vice President
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Jul 1968 - Aug 1988
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Cleveland/Akron, Ohio Area
Managed fixed income, equity and balanced portfolios for corporate and charitable foundation clients. Managed personal portfolios for individual clients. Local office manager from 1984 to 1988.
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Cleveland Trust Company
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Cleveland/Akron, Ohio Area
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Advanced from management trainee to Trust Investment Officer
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Jan 1962 - 1968
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Cleveland/Akron, Ohio Area
Managed personal trust portfolios.
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Education
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1964 - 1968Case Western Reserve University
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1957 - 1961The Ohio State University
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Industry Focus. “Investment Banking”
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