Anil Kapoor, CFA

Principal, Equity Analyst, Investment Counselor

T(626) 792-2228

Eakapoor@cliffordswan.com

Anil began his career in public accounting at Ernst & Young before transitioning to the investment management industry. With more than 25 years in the industry, he has worked as a bottom-up analyst across numerous industries within different investment strategies. 

 

His professional background includes auditing and assurance business advisory services, financial analysis, research, and portfolio management. At Clifford Swan, Anil focuses primarily on equity research.

Throughout my career at Clifford Swan, I’ve found there is no greater pleasure than helping clients achieve financial success through disciplined investing and personalized planning.

— Anil Kapoor, CFA

Affiliations

CFA Institute 

CFA Society of Los Angeles

Pasadena Breakfast Forum

The Benevolent and Protective Order of Elks

Education

State University of New York at Albany, Bachelor of Science, Accounting, 1996

Certification:

Chartered Financial Analyst, 2003

Languages:

Hindi