Profil
Mr. Clifford P.
Haugen, CFA, is a Principal, President & Financial Advisor at BLB&B Advisors LLC.
He specializes in helping individuals, families, and non-profit entities identify and address complex financial and strategic challenges.
In addition to his extensive experience in the securities industry, he is also a business owner, an entrepreneur, and a leader at several educational institutions.
Prior to joining BLB&B in September 2008, Mr. Haugen was the President, CFO and CCO of Rutherford, Brown & Catherwood and the CFO and CCO of Walnut Asset Management.
Prior to working with Walnut, he served as Investment Manager for Haugen Agro, LLLP and co-founded Seedling Group, LLC.
Mr. Haugen is a summa cum laude graduate of The University of Pennsylvania where he obtained an M.S.
in Systems Engineering and concurrent B.S.
degrees in Economics.
Aktive Positionen von Clifford Peter Haugen
Unternehmen | Position | Beginn |
---|---|---|
BLB&B Advisors LLC
BLB&B Advisors LLC Investment ManagersFinance BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. | Präsident | 01.09.2008 |
Ehemalige bekannte Positionen von Clifford Peter Haugen
Unternehmen | Position | Ende |
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Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finanzdirektor/CFO | 31.08.2008 |
Rutherford, Brown & Catherwood LLC
Rutherford, Brown & Catherwood LLC Investment ManagersFinance Rutherford, Brown & Catherwood LLC provides investment advisory services. The company is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - |
Ausbildung von Clifford Peter Haugen
University of Pennsylvania | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
BLB&B Advisors LLC
BLB&B Advisors LLC Investment ManagersFinance BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. | Finance |
Rutherford, Brown & Catherwood LLC
Rutherford, Brown & Catherwood LLC Investment ManagersFinance Rutherford, Brown & Catherwood LLC provides investment advisory services. The company is headquartered in Philadelphia, PA. | Finance |