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Robert Casey Calhoun
Direttore degli Investimenti presso
Paragon Advisors LLC (Texas)
Profilo
Mr. Robert C.
Calhoun, CFA, is a Principal & Chief Investment Officer at Paragon Advisors LLC (Texas).
He brings over fifteen years of experience in analyzing and managing investments.
Since joining Paragon Financial Advisors in 2013, his primary responsibilities have included investment analysis, risk assessment, and portfolio management.
He brings a quantitative perspective to wealth management as a member and contributor of the Investment Committee.
Mr. Calhoun began investing in 2004 then started his career trading commodity futures in 2009 and incorporated comprehensive portfolio optimization in 2010.
He graduated magna cum laude from Mays Business School at Texas A&M University with a Bachelor of Business Administration in Finance.
Mr. Calhoun greatly enjoys learning and has continued his education by obtaining the prestigious CHARTERED FINANCIAL ANALYST (CFA®) designation, a globally recognized portfolio management certification.
Posizioni attive di Robert Casey Calhoun
| Società | Posizione | Inizio |
|---|---|---|
Paragon Advisors LLC (Texas)
 Paragon Advisors LLC (Texas) Investment ManagersFinance Paragon invests client assets using asset allocation techniques which may include mutual funds and exchanged traded funds (ETFs) that invest in stocks and bonds of varying characteristics and from both the United States and foreign markets. The firm invests for the long-term and expects that not all investments in a given portfolio will perform in unison with other assets in the same portfolio. The primary investment strategy used on client accounts seeks to maximize return at a given level of risk. Paragon develops a diversified investment portfolio by mixing different assets in varying proportions depending on client and current economic climate. | Direttore degli Investimenti | 01/08/2017 |
Formazione di Robert Casey Calhoun
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
14
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Paragon Advisors LLC (Texas)
Paragon Advisors LLC (Texas) Investment ManagersFinance Paragon invests client assets using asset allocation techniques which may include mutual funds and exchanged traded funds (ETFs) that invest in stocks and bonds of varying characteristics and from both the United States and foreign markets. The firm invests for the long-term and expects that not all investments in a given portfolio will perform in unison with other assets in the same portfolio. The primary investment strategy used on client accounts seeks to maximize return at a given level of risk. Paragon develops a diversified investment portfolio by mixing different assets in varying proportions depending on client and current economic climate. | Finance |
Mays Business School
 Mays Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
