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Lee Calfo

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Lee Calfo

Chief Executive Officer | Alden Investment Group

Upper Providence Township, Pennsylvania, United States

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Lee Calfo

Summary

Lee Calfo is a seasoned executive with over 20 years of experience in the financial services sector, specializing in asset management and investment advisory. As the Chief Executive Officer at Alden Investment Group, he has successfully launched multiple registered investment advisors and broker/dealers, demonstrating a strong entrepreneurial spirit. Lee's career began as an analyst, where he honed his skills in capital markets and investment strategies before transitioning to portfolio management. He has a proven track record of overseeing complex investment portfolios, particularly in financial institutions and real estate. His leadership extends to managing teams and cultivating client relationships across various financial entities. Lee's expertise spans a wide array of financial instruments and strategies, making him a versatile leader in the investment space. He is committed to leveraging technology and innovative strategies to enhance investment performance. Lee is dedicated to continuous learning and adapting to the evolving financial landscape, ensuring his firms remain competitive and responsive to market changes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Startup Experience

Corporate Experience

Lee Calfo

Work Experience

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Chief Executive Officer at

Equalize Capital LLC

January 2018 - Present

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Chief Executive Officer at

Alden Investment Group

January 2018 - Present

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Executive at

Bluestone Capital Management

January 2010 - December 2020

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Portfolio Manager at

Boenning & Scattergood, Inc.

December 2007 - December 2009

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Chief Investment Officer - Director of Research at

Cohen & Company Financial (Europe) Ltd

March 2004 - November 2007

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Analyst at

Acadia Funds Acadia Research

January 2002 - January 2004

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Analyst at

EMERALD ASSET MANAGEMENT LIMITED

January 2000 - January 2002

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Lee Calfo

Education

Pennsylvania State University, B.S.

January 1996 - January 2000

Frequently Asked Questions about Lee Calfo

What is Lee Calfo email address?

Lee Calfo's primary email address is ******@aldeninvestmentgroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Lee Calfo work for?

Lee Calfo is a Chief Executive Officer at Alden Investment Group, a company specializing in Monetary Authorities-Central Bank.

Where Lee Calfo graduated from?

Lee Calfo holds a degree in Finance from Pennsylvania State University.

How can I directly contact Lee Calfo?

To contact Lee Calfo directly, you can use the email address ******@aldeninvestmentgroup.com. Complete contact information is available upon registration with Muraena.

Who is Lee Calfo?

Lee Calfo is a seasoned executive with over 20 years of experience in the financial services sector, specializing in asset management and investment advisory. As the Chief Executive Officer at Alden Investment Group, he has successfully launched multiple registered investment advisors and broker/dealers, demonstrating a strong entrepreneurial spirit. Lee's career began as an analyst, where he honed his skills in capital markets and investment strategies before transitioning to portfolio management. He has a proven track record of overseeing complex investment portfolios, particularly in financial institutions and real estate. His leadership extends to managing teams and cultivating client relationships across various financial entities. Lee's expertise spans a wide array of financial instruments and strategies, making him a versatile leader in the investment space. He is committed to leveraging technology and innovative strategies to enhance investment performance. Lee is dedicated to continuous learning and adapting to the evolving financial landscape, ensuring his firms remain competitive and responsive to market changes.

Lee`s contact details

mail

******@aldeninvestmentgroup.com

******@bluestonecm.com

Colleagues

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Gregory Hansell

Chief Executive Officer, Alden Investment Advisors (Private Client Group)

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Nate Goad Cfp

Florida Market President

Ken Smith

Board Member

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John Colucci

Managing Director

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Cfp Tony Mccracken

Managing Director - Retirement Plans

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