Jim Lance Calaway
Präsident bei Roberts, Glore & Co., Inc.
Profil
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.
Aktive Positionen von Jim Lance Calaway
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Präsident | 01.10.1993 |
Ausbildung von Jim Lance Calaway
| Brown University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
