Calvin Lo, Cfa, Cfp® Email & Phone Number

New York, Ny, Us

• Offers financial advising and investment management to individuals and families. • Provides investment portfolio strategy, guidance, and risk management. • Leads the firm's Investment Committee. • Manages firm finances, operations, and business strategy. Keystone Group Partners, LLC (Keystone) is an SEC Registered Investment Advisory firm. Keystone is a wealth management firm, solely dedicated to working with tech founders, specializing in tax minimization, smart investing, and financial and heavy cash flow planning. Their clients get a purposeful and coordinated approach to wealth management, optimizing their client’s opportunities both now and in the future.

• Served as a portfolio manager and head of investment strategy, actively managing and evaluating client investment portfolios.• Managed portfolios using a customized long short and long only equity approach with acute attention to risk management.

New York, Ny, Us

• Focused on in-depth fundamental analysis of companies in the IT hardware industry on a team that covered companies such as IBM, HP, Dell, Apple, and Sun Microsystems. • Explained and communicated investment ideas to institutional investors and initiated coverage on numerous IPOs.• Advanced four places in Institutional Investor rankings.

New York, Ny, Us

• Researched equity, fixed income, currency, and commodity investment ideas for ultra-high-net-worth clients.• Ensured client portfolios maintained appropriate risk management, minimized volatility, and satisfied client investment specifications.

Bs, Management Science, Psychology

Corporate Finance

Business Chinese