Lee Calfo

Chief Executive Officer

Lee Calfo is a highly qualified expert, working in Alden Investment Group main office of which is in 3363. on the position of Chief Executive Officer since 2018. This person gained professional experience in more than nine positions at various companies. Lee Calfo went to the Penn State University and received education from 1996 to 2000. Wayne, Pennsylvania is the city, where this expert was lastly known to be situated. Lee Calfo's email address and phone number can be easily accessed through Connexy on demand.
Name variants:
Leigh Calfo

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Contact Information

Last Update
Jul 11, 2022
Email
lc**@bluestonecm.com
Location
Wayne, PA
Company
Alden Investment Group

Workplace

Chief Executive Officer

Work History

Chief Executive Officer

261 Old York Rd #837, Jenkintown, PA 19046
from Mar 2018

President

2011 — 2011

Principal

37 West Ave SUITE 301, Wayne, PA 19087
Bluestone Capital Management / Bluestone Wealth Advisors is an independent full-service investment firm. Our advisors have decades of experience managing investment accounts for individuals,...
from Jan 2010

Portfolio Manager

200 Barr Harbor Dr, West Conshohocken, PA 19428
Chief Investment Officer for the Green Mountain Funds, Portfolio Manager 1914 Advisors
Dec 2007 — Dec 2009

Chief Investment Officer - Director of Research

Mar 2004 — Nov 2007

Analyst

Jan 2002 — Jan 2004

Analyst

610 Freedom Dr, King Of Prussia, PA
Jan 2000 — Jan 2002

Real property

37 W Ave SUITE 201, Wayne, PA 19087

Director Of Research

2929 Arch St, Philadelphia, PA 19104

Education

1996 — 2000

Occupations

Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Chairperson
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Portfolio Management
Investments
Equities
Alternative Investments
Asset Management
Financial Advisory
Mutual Funds
Series 7
Investment Advisory
Asset Managment
Capital Markets
Securities
Investment Strategies
Banking
Etfs
Private Equity
Hedge Funds
Due Diligence
Equity Research
Asset Allocation
Fixed Income
Mergers and Acquisitions
Structured Finance
Valuation
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