John Caldwell is a eficient expert, that works in Freedom One Financial Group main office of which is in 327. as a Chief Investment Officer from 2010. This expert has earned professional experience in more than four positions at various companies. John Caldwell went to the Cleveland State University and received education there from 1991 to 1994. Rochester, Michigan is the area, where the professional was lastly known to be situated. John Caldwell's phone and email can be easily accessed through this website on demand.
Name variants:
Johnn Caldwell,
Jon Caldwell,
Jack Caldwell,
Jackie Caldwell,
Jacky Caldwell,
Johnny Caldwell
Last updated May 27, 2024
Contact Information
Last Update
Jul 9, 2022
Email
jc**@fofg.us
Location
Rochester, MI
Company
Freedom One Financial Group
Workplace
Chief Investment Officer
Work History
Director of Portfolio Management
I ran the UBS Managed Portfolio Advised by Gradison platform a proprietary asset management group with nearly $1.5B in assets for private client and institutional customers. Managed a staff ...
Sep 2007 — Mar 2010
Chief Investment Strategist
Investment Strategist for a $30B organization. Responsible for the firm's economic and capital market forecasts. Developed asset allocation strategies (both strategic and tactical), made sec...
May 2000 — Sep 2007
Research Director
Responsible for stock selection and equity strategy. Wrote detailed research reports for client consumption as well as monthly newsletter. Stock market generalist charged with finding high-q...
Oct 1998 — May 2000
Education
1991 — 1994
1987 — 1990
Occupations
Executive
Chief Investment Officer
Accountant
Finance and Accounting Specialist
Director
Managers
Management Analysts
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Asset Managment
Portfolio Management
Investment Strategies
Investment Management
Investment Advisory
Stock Market
Stock Picking
Asset Allocation
FAQs about John Caldwell
What is the main profession of John Caldwell?
John Caldwell is a Investment Specialist.
What are the profession of The professional?
These person's professions are Executive and Chief Investment Officer
Where does John Caldwell currently live?
Rochester, Michigan is the place where John Caldwell currently lives
What is John's email?
John Caldwell's email is jc**@fofg.us.
Where did John Caldwell work?
John Caldwell worked at Freedom One Financial Group, UBS Wealth Management.
Does John Caldwell have personal website or blog?
The expert`s website is http://www.freedomonefinancial.com.
Where has John Caldwell studied?
John studied at the Cleveland State University from 1991 to 1994.
Are there any special industries John Caldwell works in?
John Caldwell works in Financial Services industry.