Clifford P. Haugen, CFA
Financial Advisor, Principal & President
Clifford specializes in helping individuals, families, and nonprofits identify and address complex financial and strategic challenges – from addressing multi-generational family governance issues to helping nonprofits overcome critical transition and growth. He is especially adept at planning, implementing, and executing asset transfers such as succession planning, intergenerational wealth transfers, and charitable gifting.
Previously, Clif served as President, CFO and CCO of Rutherford, Brown & Catherwood, and CFO and CCO of Walnut Asset Management. Throughout his career he has served on various securities industry and regulatory committees.
Clif is married to his best friend, Kristen, and is an avid gardener, traveler, oenophile, and bibliophile.
Professional Credentials
Chartered Financial Analyst (CFA)
Education
University of Pennsylvania, BS, Entrepreneurial Management and Law and Policy
University of Pennsylvania, BS, Systems Engineering
University of Pennsylvania, MS, Systems Engineering
Community Leadership
American Conifer Society, Finance Committee Advisor
BLBB Charitable, President and Board of Trustees
Gemma Services, Trustee and Treasurer
Gemma Foundation, Trustee
North Dakota Museum of Art Foundation, Board of Directors Vice Chair
University of Pennsylvania Alumni Ambassador Program, Volunteer
Whitemarsh Foundation, Trustee
