For nearly three decades, Cal has been helping high net worth individuals and their families to navigate complex financial situations, including life transitions and liquidity events. Cal draws upon his impressive experience as Senior Portfolio Manager at the Private Bank of Bank of America, as well as senior positions at Fleet Bank, The Washington Trust Company and Peterborough Savings Bank, to provide clients with the highest level of service and expertise. At the core of the decision-making process, Cal is a founding partner of Mooring Wealth Management and applies his extensive background in fundamental portfolio analysis, integrating technical analytics and risk management tools. In 2014 and 2015, Cal was recognized as an industry leader and was named to Barron’s Top 1,200 Financial Advisors in the nation. Cal was also named as one of WealthManagement.com Top 100 Wirehouse Advisors, 2014, 2015 and 2016.

• Graduate National Graduate Trust School
• Certified Trust and Financial Advisor (CTFA)
• Certified Portfolio Manager (CPM)

• University of Maine at Orono 1981 B.A. Political Science-International Affairs

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Life, Health and Variable Annuity

• Trustee, Mount Saint Mary College, Newburgh, NY
• Finance Council Chair, Saint Michael Church
• Wadawanuck Yacht Club Secretary, Vice Commodore
• Watch Hill Yacht Club Offshore Race Committee

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY