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Lee Calfo
Lee Calfo
Chief Executive Officer | Alden Investment Group
Upper Providence Township, Pennsylvania, United States
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.
Lee Calfo
Work Experience
Chief Executive Officer at
Equalize Capital LLC
January 2018 - Present
Chief Executive Officer at
Alden Investment Group
January 2018 - Present
Executive at
Bluestone Capital Management
January 2010 - December 2020
Portfolio Manager at
Boenning & Scattergood, Inc.
December 2007 - December 2009
Chief Investment Officer - Director of Research at
Cohen & Company Financial (Europe) Ltd
March 2004 - November 2007
Analyst at
Acadia Funds Acadia Research
January 2002 - January 2004
Analyst at
EMERALD ASSET MANAGEMENT LIMITED
January 2000 - January 2002
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
******@aldeninvestmentgroup.com
******@bluestonecm.com
Colleagues
Chief Executive Officer, Alden Investment Advisors (Private Client Group)
Florida Market President
Board Member
Managing Director
Managing Director - Retirement Plans