Resumes
Resumes
Portfolio Manager + Principal; President
View pageLocation:
516 north Bethlehem Pike, Ambler, PA 19002
Industry:
Financial Services
Work:
The Meadowbrook School since Jan 2011
Trustee
The Pennsylvania School for the Deaf - Greater Philadelphia Area since Apr 2010
Chairman and CEO
Burke Lawton Brewer & Burke - Greater Philadelphia Area since Sep 2008
Partner, COO & Portfolio Manager
The Phoenix Companies Feb 2004 - Sep 2008
President - Rutherford, Brown & Catherwood
The Phoenix Companies Feb 2004 - Sep 2008
CFO & CCO - Walnut Asset Management
Trustee
The Pennsylvania School for the Deaf - Greater Philadelphia Area since Apr 2010
Chairman and CEO
Burke Lawton Brewer & Burke - Greater Philadelphia Area since Sep 2008
Partner, COO & Portfolio Manager
The Phoenix Companies Feb 2004 - Sep 2008
President - Rutherford, Brown & Catherwood
The Phoenix Companies Feb 2004 - Sep 2008
CFO & CCO - Walnut Asset Management
Education:
University of Pennsylvania 2000 - 2001
Masters of Science in Engineering, Systems Engineering University of Pennsylvania 1996 - 2001
Bachelor of Science in Economics, Entrepreneurial Management and Risk Management University of Pennsylvania 1996 - 2001
Bachelor of Science in Engineering, Systems Engineering
Masters of Science in Engineering, Systems Engineering University of Pennsylvania 1996 - 2001
Bachelor of Science in Economics, Entrepreneurial Management and Risk Management University of Pennsylvania 1996 - 2001
Bachelor of Science in Engineering, Systems Engineering
Skills:
Financial Planning
Investment Advisory
Wealth Management
Fiduciary
Small Business
Board Governance
Philanthropy
Estate Planning
Portfolio Management
Organizational Development
Turnaround Strategy
Equity Research
Project Planning
Asset Managment
Investments
Risk Management
Financial Analysis
Hedge Funds
Asset Management
Investment Advisory
Wealth Management
Fiduciary
Small Business
Board Governance
Philanthropy
Estate Planning
Portfolio Management
Organizational Development
Turnaround Strategy
Equity Research
Project Planning
Asset Managment
Investments
Risk Management
Financial Analysis
Hedge Funds
Asset Management
Interests:
Formation
Construction
Home Improvement
Scuba Diving
Habitat For Humanity
Independent Education
Antiquarian Books
Construction
Home Improvement
Scuba Diving
Habitat For Humanity
Independent Education
Antiquarian Books
Certifications:
Chartered Financial Analyst
Finra Series 4, 7, 24, 27, 53, 66, 86, 87
Relational Database Design
License 327605
License 4416860
Cfa Institute, License 327605
Financial Industry Regulatory Authority, License 4416860
Temple University
Finra Series 4, 7, 24, 27, 53, 66, 86, 87
Relational Database Design
License 327605
License 4416860
Cfa Institute, License 327605
Financial Industry Regulatory Authority, License 4416860
Temple University
Clifford Haugen
View pageLocation:
Arvilla, ND
Industry:
Farming