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Charles McCaleb, CFA

Charles McCaleb, CFA

Followers of Charles McCaleb, CFA678 followers
location of Charles McCaleb, CFABoston, Massachusetts, United States

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  • Timeline

  • About me

    Senior Analyst at Callodine Capital Management

  • Education

    • Indiana University - Kelley School of Business

      2010 - 2012
      MBA Finance

      Activities and Societies: Managing Editor for Investment Management Academy Newsletter, President of Investment Club

    • Union College

      2002 - 2007
      BS Physics, Philosophy minor in Astrophysics

      Activities and Societies: Member of Phi Delta Theta Fraternity Member of Varsity Football Team

  • Experience

    • State Street

      Sept 2007 - Aug 2010

      • Senior Associate

        Mar 2008 - Aug 2010

      • Associate

        Sept 2007 - Feb 2008

    • Driehaus Capital Management

      May 2011 - Aug 2011
      Summer Equity Analyst Intern

    • Driehaus Capital Management LLC

      May 2012 - Mar 2020

      • Portfolio Manager

        Jan 2017 - Mar 2020

      • Assistant Portfolio Manager

        Jan 2014 - Dec 2016

      • Senior Analyst

        May 2012 - Dec 2013

    • Callodine Capital Management

      Mar 2020 - now
      Senior Analyst

  • Licenses & Certifications

    • Chartered Financial Analyst

      162977

  • Volunteer Experience

    • Co-Chair of Auxiliary Board

      Issued by Chicago Youth Centers on Jun 2015
      Chicago Youth CentersAssociated with Charles McCaleb, CFA

    • Active Member

      Issued by Springboard Foundation on Jun 2015
      Springboard FoundationAssociated with Charles McCaleb, CFA