General Investing >> Money Manager Interviews >> December 11, 2015

Using a Market Cycle Outlook in a Differentiated Investment Strategy

Calfo, Lee A.
Lee A. Calfo is the Chief Executive Officer an a founder of Equalize Capital. He is also the Chief Executive Officer and founder of Alden Investment Group, which consists of a broker dealer, Alden Securities, and Alden Capital Management, an asset management firm. Prior to founding Equalize Capital, formerly known as Bluestone Capital Partners, 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
TWST: What made you decide to form Bluestone Capital?

Mr. Calfo: I had worked in the business for 10 years as a sellside and buy-side Research Analyst and then as