Calvert Wealth Management Employee Directory

Calvert Wealth Management corporate office is located in 3175 W Ward Rd Ste 120, Dunkirk, Maryland, 20754, United States and has 1-10 employees.

Employees by Department

Departments

Number of employees

Legal

1

C-Suite

1

Finance

1

Calvert Wealth Management CEO

KS
United States flag for contact location.
Kate SheahanChief Executive Officer & Chief Compliance Officer & Financial Advisor
PhonePhoneEmailEmail
See Profile

Key Employees of Calvert Wealth Management

Calvert Wealth Management Global Presence

globalPresence illustration
North America1-10

Index of contact profiles from Calvert Wealth Management

Hundreds of professionals searching for Calvert Wealth Management have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Calvert Wealth Management

Explore people who held key positions, contributed to Calvert Wealth Management's success, and advanced their careers.

  1. Partner at Konvoy Ventures

    Worked as Assistant Portfolio Manager

    at Calvert Wealth Management (2016-2018)

    email Taylor Hurst Email direct Taylor Hurst Direct

Explore More

People from Similar Companies in the Finance Industry Located in Maryland, United States

Frequently Asked Questions Regarding Calvert Wealth Management Employees

How many employees does Calvert Wealth Management have?
Calvert Wealth Management has 1-10 employees
Who is the CEO of Calvert Wealth Management?
Calvert Wealth Management’s CEO is Kate Sheahan
Who are Calvert Wealth Management key employees?
Some of Calvert Wealth Management key employees are John Stone, Nicholas Boyd
Where is Calvert Wealth Management located?
Calvert Wealth Management’s headquarters are located at 3175 W Ward Rd Ste 120, Dunkirk, Maryland, 20754, United States
How do I contact Calvert Wealth Management?
Calvert Wealth Management Contact Info: Phone number: (301) 812-1550 Website: www.calvertwealth.com
What does Calvert Wealth Management do?

Calvert Wealth Management, Inc. offers a range of financial services including investment management, financial planning, wealth management, and financial consulting tailored for individuals and small businesses. The company focuses on helping clients achieve their financial goals through a team-centered approach, ensuring that all team members are... familiar with each client's unique situation. With a commitment to excellence and quality, they provide expertise in navigating the complexities of finance, tax, and estate law. Their services are designed for individuals who have reached a certain level of success and seek to manage and enjoy their accumulated wealth.Read More

Is Calvert Wealth Management a public company?
Calvert Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Calvert Wealth Management Employees

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.