Maxwell R. Pray, CFA

Principal, Investment Counselor

T(626) 792-2228

Empray@cliffordswan.com

Since joining Clifford Swan in 2003, Max has worked with individuals, foundations, and private pension plans as an Investment Counselor. He brings valuable experience in finance, equity analysis, and portfolio management to the research and investment teams.

 

Prior to joining the firm, he served as Vice President in equity research and client services at Provident Investment Counsel. While in research, he was responsible for the retail, consumer, and pharmaceutical sectors in large cap equities. Before joining Provident, he worked at Trust Company of the West in equity research while pursuing his MBA and actively managed his graduate school’s student investment fund. Prior to business school, he worked for Procter & Gamble in manufacturing and finance in the paper products division.

 

Max participates in various committees at Annandale Golf Club, most recently serving on the Finance Committee. He has volunteered as a photographer for the Polytechnic High School Athletic Department and has also coached club basketball and marshaled at two major golf championships.

At the office, I get no greater satisfaction than helping a client improve their financial situation.

— Maxwell R. Pray, CFA

Affiliations

Clifford Swan Board Member 

CFA Society of Los Angeles 

CFA Institute

Education

University of California, Berkeley, Bachelor of Science, Chemical Engineering, 1985 

University of Southern California, Master of Business Administration, 1995

Certifications

Chartered Financial Analyst, 1996 

Articles from Maxwell R. Pray

  • Wealth Planning

    Tax Benefits of “Bunching” Charitable Giving

    Every year income taxpayers need to decide between taking the standard deduction or itemizing. For those that itemize deductions, a strategy to combine two years’ worth of charitable giving into one year has been a financial planning consideration for years. The Tax Cuts and Jobs Act (TCJA) of 2017 made this strategy even more relevant. […]

    Maxwell R. Pray, CFA
  • Wealth Planning

    Are Tax Increases on the Horizon?

    As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged approximately $3 trillion to battle the virus and stabilize the economy. How can our nation afford this mounting bill on top of an already high level of government debt? Tax increases […]

    Maxwell R. Pray, CFA