Clifford P. Haugen, CFA
Clifford specializes in helping individuals, families, and non-profit entities identify and address complex financial and strategic challenges. Whether it be helping a multi-generational family work through governance issues or a non-profit entity facing transition and growth issues, Clifford is adept at planning for, implementing and executing upon a wide range of complex asset conveyances including succession planning, intergenerational wealth transfers, and charitable gifting.
In addition to his extensive experience in the securities industry, Clifford is also a business owner, an entrepreneur, and a leader at several educational institutions. The breadth of his personal experience in these different capacities makes him uniquely qualified to advise clients who may face many of the same issues he has already tackled. Trained as a Systems Engineer, Clifford understands both the technical challenges a client may need to overcome in order to achieve a particular goal and the emotional toll these challenges may take upon the client – especially if the matter is not handled promptly, professionally, and competently.
Before joining Burke Lawton Brewer & Burke, Clifford was the President, CFO and CCO of Rutherford, Brown & Catherwood and the CFO and CCO of Walnut Asset Management. As such, Clifford was instrumental in restructuring the company, returning it to profitability, and eventually bringing the core team to BLB&B in 2008. Prior to working with Walnut, Clifford served as Investment Manager for Haugen Agro, LLLP and co-founded Seedling Group, LLC.
Clifford is a Chartered Financial Analyst (CFA) charterholder and is active in a number of securities industry and regulatory committees. He currently serves as a member of FINRA's Operations Advisory Committee. Clifford is also a member of the CFA Society of Philadelphia and the CFA Institute.
Clifford 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 (Wharton School of Business) and Systems Engineering (School of Engineering and Applied Science). Clifford won a Thouron Scholarship to Oxford and was a Rhodes and Marshall Scholar finalist as well as a University Scholar.
Outside of work, Clifford gives generously of his time to a number of non-profit organizations. He currently serves as a member of the Board of Trustees for The Cedarcrest Charitable Foundation and the Meadowbrook School where he also chairs the Finance Committee. Clifford also advises a number of other family businesses and charitable organizations on strategic issues. He is a former Trustee and Board Chair of the Pennsylvania School for the Deaf.
He is married to his best friend, Kristen, and is an avid gardener, traveler, oenophile, and bibliophile!