Jim Lance Calaway

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.