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Robert Casey Calhoun
Chief Investment Officer bei
Paragon Advisors LLC (Texas)
Profil
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.
Aktive Positionen von Robert Casey Calhoun
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Chief Investment Officer | 01.08.2017 |
Ausbildung von Robert Casey Calhoun
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
14
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
