Portfolio Manager @ (December 2007 - December 2009)
Chief Investment Officer - Director of Research @ Cohen & Company (March 2004 - November 2007)
Analyst @ Acadia Funds Acadia Research Group (January 2002 - January 2004)
Analyst @ (January 2000 - January 2002)
Lee Calfo Education
Penn State
Bachelor of Science (Finance)
1996-2000
Lee Calfo Skills
Alternative Investments
Equities
Asset Managment
Portfolio Management
Series 7
ETFs
Private Equity
Hedge Funds
Mergers & Acquisitions
Due Diligence
Equity Research
Capital Markets
Mutual Funds
Asset Allocation
Fixed Income
Investment Advisory
Structured Finance
Securities
Investment Strategies
Valuation
Investments
Asset Management
Financial Advisory
Banking
Bloomberg
Financial Modeling
Venture Capital
Investment Management
Mergers and Acquisitions
Lee Calfo Summary
Lee Calfo, based in Philadelphia, PA, US, is currently a Chief Executive Officer at Alden Investment Group. Lee Calfo brings experience from previous roles at Bluestone Capital Management, Boenning & Scattergood, Inc., Cohen & Company and Acadia Funds Acadia Research Group. Lee Calfo holds a 1996 - 2000 Bachelor of Science in Finance @ Penn State. With a robust skill set that includes Alternative Investments, Equities, Asset Managment, Portfolio Management, Series 7 and more. Lee Calfo has 3 emails and 1 mobile phone numbers on RocketReach.
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