
Associate Portfolio Manager
Holding a Bachelor of Science in Finance from California State University, Fullerton, Calvin actively...
Calvin is an integral member of the Portfolio Management team at Manhattan West, collaborating closely with financial advisors to guide clients in achieving their financial objectives. Prior to joining our team, Calvin's professional experience includes banking and wealth management, where he successfully oversaw portfolios exceeding $1.5 billion in Assets Under Management (AUM).
Holding a Bachelor of Science in Finance from California State University, Fullerton, Calvin actively contributed to the school’s Student Managed Investment Funds, showcasing his early interests and dedication to the field. He is currently pursuing his Chartered Financial Analyst (CFA) designation.
Beyond office work, Calvin embraces the vibrant energy of Los Angeles through various outdoor activities such as skating, going to the beach, playing basketball and volleyball, and attending music festivals.
Whether you are evaluating a wealth management relationship or exploring private market access.