Profile
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.
Jim Lance Calaway active positions
| Companies | Position | Start |
|---|---|---|
Roberts, Glore & Co., Inc.
 Roberts, Glore & Co., Inc. Investment ManagersFinance Roberts, Glore & Co., Inc. (RGCO) is an independent registered investment advisor and wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by William J. O. Roberts and James D. MacDonald in 1984. RGCO provides investment advice to individuals, high-net-worth individuals, trusts, family offices, corporate pensions or profit-sharing plans, and non-profit or charitable organizations. | President | 01/10/1993 |
Training of Jim Lance Calaway
| Brown University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Roberts, Glore & Co., Inc.
Roberts, Glore & Co., Inc. Investment ManagersFinance Roberts, Glore & Co., Inc. (RGCO) is an independent registered investment advisor and wealth manager headquartered in Deerfield, Illinois. The firm was co-founded by William J. O. Roberts and James D. MacDonald in 1984. RGCO provides investment advice to individuals, high-net-worth individuals, trusts, family offices, corporate pensions or profit-sharing plans, and non-profit or charitable organizations. | Finance |
- Stock Market
- Insiders
- Jim Lance Calaway
