Roger L. Gewecke, Jr., CFA
Principal, Investment Counselor
T(626) 792-2228
Ergewecke@cliffordswan.com
Roger joined Clifford Swan in 2005 and brings more than 40 years of investment industry experience as a trader, equity analyst, and portfolio manager. His clients include individuals, institutions, and nonprofit organizations. Prior to Clifford Swan, Roger was a Partner at Van Deventer & Hoch, and a Vice President and Senior Portfolio Manager at its successor company, Mellon. Roger also was a Specialist at the Pacific Stock Exchange in Los Angeles.
Roger enjoys all facets of the investment counseling practice, from research and portfolio management to client service. As a former President of the Chartered Financial Analyst (CFA) Society of Los Angeles, he enjoys teaching the review program for those aspiring to earn the CFA designation.
It is a great privilege to help our clients and their families reach their financial goals. Relationships built over many years are the most rewarding part of the job.
Articles from Roger L. Gewecke
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Market Commentary
Is Your Portfolio Prepared for 2021?
Investors in the United States have endured a tremendous amount of turbulence in 2020. We have experienced a large-scale worldwide pandemic for the first time in over a century; a highly contested presidential election; social unrest; a record quarterly drop in gross domestic product; and a sharp, fast decline in stock prices followed by a […]
Investment Management
2010–2019: The Decade in Review
Over the last decade, many events have occurred that have affected the economy, the stock market, and the level of interest rates. Let’s take a look at this period—at the market circumstances entering the decade, what has actually happened, and what we might have learned from it.Entering 2010, the market (as measured by the S&P […]
Investment Management
Words from the Wise and Today’s Stock Market
There are great quotations about many areas of human affairs, and the field of investing is no exception. Let’s take a look at a few of them and see how they might apply to today’s investing environment. “Markets do not go up and down on good or bad, they go up and down on better or worse.” — Richard Bernstein, longtime Wall Street strategist […]