Cal is a Senior Portfolio Manager at the firm. Cal works alongside families to optimize their investment portfolios in order to meet their long-term goals. On the research front, Cal is focused on hedge funds and alternative investments.
Prior to joining the firm in 2016, Cal received his Master of Arts in International Economics and Finance from the Brandeis University International Business School. While attending Brandeis, Cal interned for a family financial services company where his primary responsibilities included researching US equities, monitoring clients’ portfolio risk, and back testing unique trading strategies for high growth companies. Cal also volunteered at Brandeis as a Student Consultant for the Massachusetts Department of Transportation – Real Estate Division where he lead a team of students in preparing development plans for real estate holdings next to multiple T-stops along commuter lines.
Cal is a graduate of Ithaca College where he majored in Finance and minored in Economics. As an undergraduate Cal worked for Low Income Housing Corporation where he performed market research.
Cal is a lifelong New England sports fan. He enjoys spending time with family in Maine, playing golf, and cheering on the Red Sox.