CALVERT WEALTH MANAGEMENT, INC. of DUNKIRK, MD is an SEC-registered investment adviser (CRD 115639). Regulatory assets under management: $189.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| John Thomas Stone | CO-PRESIDENT | — |
| Kelly Colleen Sheahan | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| COX MICHAEL ALAN | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| SHEAHAN BRADLEY EMMETT | CHIEF EXECUTIVE OFFICER; PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| STONE JOHN THOMAS | CO-PRESIDENT; VICE PRESIDENT OF PORTFOLIO MANAGEMENT | — |
| SHEAHAN KELLY COLLEEN | CHIEF COMPLIANCE OFFICER; CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ANNAPOLIS | MD | 1 | 301-812-1550 |
| ANNAPOLIS | MD | 1 | 301-812-1550 |