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Concentrate our attention and resources on providing superior solutions for clients in the closely related fields of investment consulting and investment management.
Achieve superior performance by providing our clients with high value added products and services, which are recognized for their innovation, uniqueness and excellence.
Conduct our business transparently according to the highest professional and ethical standards.
Have Fun!
Associations
- American Council on Germany
Director
New York, NY - The George Washington University
School of Business
Member, Board of Advisors
Washington, DC
Services
- Wealth Management
- Family Consulting
- Financial Planning
- Estate Planning
- Retirement Planning
- Education Planning
- Investment Policy Statements
- Asset Management
- Foreign Exchange
- Alternative Investments
- 401k Rollovers
- Insurance Services
- Annuities
- Socially Responsible Investing
- Philanthropic Services
- Lending Services
Education and Licensing
- Belmont Abbey College
Belmont, NC
B.A. - Business and Economics, 1972 - Towanda Area High School
Towanda, PA
Graduated June 1968 - Series 7 - General Securities License
- Series 65 - Investment Advisory Agent
- New York State Insurance License
Life, Accident & Health
Variable Life/ Variable Annuities
Honors and Recognition
- Item One
- Item Two
- Item Three
Business Experience
- 2001
- Present: Morgan Stanley Smith Barney
Senior Vice President
Investment Management Specialist
New York, NY - 1981
- 2001: Donaldson, Lufkin & Jenrette
Senior Vice President
New York, NY - 1978
- 1981: Lehman Brothers
Vice President
New York, NY - 1977
- 1978: E.F. Hutton
Account Executive
New York, NY
Bulletin Board
You can access your investment accounts by clicking on Log On To Your Portfolio on the right-hand side of this page.
A key component of any financial plan is life insurance. To about receie a complimentary insurance review, call or email us.
Do you want to support a particular passion, transfer a family business, or help your children learn about investing & social responsibility? Whatever matters most to you, together, we can meet with one of our Wealth Planning Center experts to help. To find out more, call or email.
John J. (Jack) Calaman is licensed in the following state(s):
AL, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, MO, MT, NC, NJ, NY, OH, PA, RI, TX, UT, VA, VT, WY
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