Robert Casey Calhoun
Chief Investment Officer bij Paragon Advisors LLC (Texas)
Profiel
Mr. Robert C.
Calhoun, CFA, is a Principal & Chief Investment Officer at Paragon Advisors LLC (Texas).
He brings over ten 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.
Actieve functies van Robert Casey Calhoun
Bedrijven | Functie | Begin |
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Paragon Advisors LLC (Texas)
Paragon Advisors LLC (Texas) Investment ManagersFinance Paragon Advisors LLC (dba Paragon Financial Advisors) is an independent investment advisory firm headquartered in College Station, Texas. The firm was founded by Shuo Yang in 2007. Paragon Financial Advisors offers personalized investment supervisory services to individuals, high net worth individuals, pensions or profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | 01-08-2017 |
Opleiding van Robert Casey Calhoun
Mays Business School | Undergraduate Degree |
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Paragon Advisors LLC (Texas)
Paragon Advisors LLC (Texas) Investment ManagersFinance Paragon Advisors LLC (dba Paragon Financial Advisors) is an independent investment advisory firm headquartered in College Station, Texas. The firm was founded by Shuo Yang in 2007. Paragon Financial Advisors offers personalized investment supervisory services to individuals, high net worth individuals, pensions or profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |