General Investing >> Money Manager Interviews >> August 4, 2022
Creating a Platform That Lets Financial Advisers Do It Their Way
Lee Calfo is the Chief Executive Officer of Alden Investment Group, which consists of a broker/dealer, Alden Securities, and Alden Capital Management, an asset management firm, and a founder and President of Equalize Capital. Previously, Mr. Calfo served as a portfolio manager at Boenning & Scattergood, Inc. Prior to that he was Director of Research at Cohen & Company Securities, LLC and was a research analyst at several firms since 2000. Mr. Calfo earned a Bachelor of Science in finance at Penn State University and holds the series 7, 24, 63, 65, 79, 86 and 87 securities licenses. Profile
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TWST: Please tell us a bit about Alden Investment Group’s history and how and why you came to join the firm as its CEO.