This year, we’ve been fortunate to welcome two talented Investment Counselors to our team.
Raymond Torres, a Certified Financial Planner® professional, joined us after nearly a decade at Northern Trust in Pasadena, where he developed expertise in financial planning and portfolio management for high-net-worth clients.
Charlotte Anten joined us with over 25 years of experience in investment management and wealth planning. A Chartered Financial Analyst®, she builds tailored portfolios grounded in deep, meaningful client relationships. At Northern Trust—where she and Raymond worked closely together—she managed over $400 million in client assets.
Hiring Charlotte and Raymond reflects our continued commitment to growing our team with purpose, ensuring we have the talent and depth to serve our clients well for years to come. Both share our commitment to personalized service, attention to detail, and long-term relationships—the values that define Clifford Swan.
