Profiel
Mr. Jim L.
Calaway, CFA, is a President & Portfolio Manager at Roberts, Glore & Co., Inc. He oversees portfolio management work, with a particular focus on client relationship management.
He also oversees our office’s daily operations, ensuring that our team is equipped to provide exceptional service to our clients.
He received his BA degree in Economics and Organizational Behavior & Management from Brown University.
He holds both the Chartered Financial Analyst and the Chartered Investment Counselor designations.
He is a member of the CFA Institute and the CFA Society of Chicago and holds a FINRA Series 65 license.
Actieve functies van Jim Lance Calaway
| Bedrijven | Functie | Begin |
|---|---|---|
Roberts, Glore & Co., Inc.
 Roberts, Glore & Co., Inc. Investment ManagersFinance Roberts, Glore & Co., Inc. (RGCO) is an independent registered investment advisor and wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by William J. O. Roberts and James D. MacDonald in 1984. RGCO provides investment advice to individuals, high-net-worth individuals, trusts, family offices, corporate pensions or profit-sharing plans, and non-profit or charitable organizations. | President | 01-10-1993 |
Opleiding van Jim Lance Calaway
| Brown University | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
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Roberts, Glore & Co., Inc.
Roberts, Glore & Co., Inc. Investment ManagersFinance Roberts, Glore & Co., Inc. (RGCO) is an independent registered investment advisor and wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by William J. O. Roberts and James D. MacDonald in 1984. RGCO provides investment advice to individuals, high-net-worth individuals, trusts, family offices, corporate pensions or profit-sharing plans, and non-profit or charitable organizations. | Finance |
