![Jim Lance Calaway](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
Postes actifs de Jim Lance Calaway
| Sociétés | Poste | Début |
|---|---|---|
Roberts, Glore & Co., Inc.
 Roberts, Glore & Co., Inc. Investment ManagersFinance RGCO constructs customized investment portfolios that reflect each client’s long-term investment goals, risk tolerance, and income needs, among other considerations. In pursuit of this aim, the firm generally attempts to purchase securities whose market prices are reasonable in comparison to the estimate of their fair value. They may also make use of open-end mutual funds, closed-end funds, and exchange-traded funds or notes that invest in these asset classes. | President | 01/10/1993 |
Formation de Jim Lance Calaway
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Roberts, Glore & Co., Inc.
Roberts, Glore & Co., Inc. Investment ManagersFinance RGCO constructs customized investment portfolios that reflect each client’s long-term investment goals, risk tolerance, and income needs, among other considerations. In pursuit of this aim, the firm generally attempts to purchase securities whose market prices are reasonable in comparison to the estimate of their fair value. They may also make use of open-end mutual funds, closed-end funds, and exchange-traded funds or notes that invest in these asset classes. | Finance |
Brown University
 Brown University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
