Calvin E. Chung

Relationship Manager at Lenox Advisors

Calvin E. Chung, CFA, is a seasoned financial professional with extensive experience in investment management and client relations. Currently, Calvin serves as a Relationship Manager at Lenox Advisors since February 2015, where the focus is on navigating the complexities of affluence for clients. Prior roles include Client Portfolio Manager at TIAA-CREF, specializing in annuity and mutual fund products, and Sector Portfolio Manager at Solaris Asset Management, overseeing investments in technology, healthcare, and media. Calvin's career also includes significant positions at Credit Suisse Asset Management as Director of Small Cap Equities and roles at Warburg Pincus and Eagle Asset Management in research and analysis. Academic credentials include an MBA in Finance from The University of Chicago Booth School of Business and a BA in Economics from Brandeis University.

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