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Calvert Asset Management Company,INC

4550 Montgomery Avenue
Bethesda, Maryland 20814
United States
 
Contact :      Steve Himber
Phone :       800-327-2109
Fax :             301-654-7821
Email :         steve.himber@calvert.com
Web :           http://www.calvert.com

Calvert Asset Management Company,INC Information

Type of organization :
Total Assets Managed ($Mil) : $11,999
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) : $0
Year Founded : 1976
Wrap Programs Offered? : No
# of Accounts Managed : 32
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Calvert Asset Management Company,INC History

Calvert, known for its leadership in the field of socially responsible investing manages over $12.0 billion in over 30 mutual funds, including a full family of equity, fixed-income and money market portfolios. Founded in 1976, Calvert pioneered a concept?responsible investing?that has remained the centerpiece of our corporate philosophy. Our commitment to responsible conduct in every aspect of our enterprise led to the creation of the first and largest family of environmentally and socially responsible mutual funds in the industry. Calvert is a wholly owned indirect subsidiary of The Ameritas Acacia Companies. Ameritas Mutual Insurance Holding Company (?Ameritas?) and Acacia Mutual Holding Company (?Acacia?) merged in January 1999. In this strategic affiliation, Ameritas/Acacia has created a stronger, more diversified insurance and financial services enterprise

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 22 Analysts : 4
Portfolio Managers : 4 Traders : 2
Client Service : 7 Operation : 5

Calvert Asset Management Company,INC Personnel

Mr.  Blair Cahoon

Marketing Associate
Tel : 301-951-4882
Email: Blair.Cahoon@CalvertGroup.com
Blair Cahoon, Senior Account Executive Blair Cahoon joined Calvert in 1993, and is the senior member of our team responsible for supporting direct institutional client and consultant relationships. Blair is the main contact at Calvert for data inquiries and Request for Proposals. He has also worked in the Investor Relations and Broker Operations departments at Calvert. Mr. Cahoon holds series 6,7,24, and 63 licenses, and holds the Chartered Mutual Funds Counselor (CMCF) designation. Blair earned a B.S. in Management from the University of Maryland University College.

Mr.  Steve Himber

Vice President
Tel : 805-527-2101
Email: steve.himber@calvert.com
Steve Himber, Vice President, Institutional Sales Steve Himber joined Calvert in 1998, and based in Southern California, serves as Vice President of Institutional Sales. He is responsible for managing and servicing direct institutional client and consultant relationships, and also serves as contact for our stand-alone social screening and research database subscription services. Mr. Himber began his career in the investment business in 1987, and brings to Calvert an extensive background in working with all types of institutional investors and investment consulting firms. Steve earned a B.A. from California State University, Northridge in 1985. He is a member of several industry-related groups, including IMCA and the Association of Small Foundations.

Mr.  Greg Habeeb

Portfolio Manager
Tel : 800-368-2748
Email: greg.habeeb@calvert.com
Mr. Habeeb is portfolio manager for Calvert?s intermediate and short term taxable fixed income products. He has managed Calvert Income Fund since 1996. Prior to his position at Calvert, Mr. Habeeb managed $2 billion at Legal & General Insurance, including $2 million in insurance products. He has prior experience as an actuary, a government options bond trader and an options product manager. In this latter role, he created a portfolio insurance ?type product used for risk management. He has 21 years of investment experience as an analyst, trader and portfolio manager. Mr. Habeeb received a BS in Mathematics from the Massachusetts Institute of Technology and his MS from the Courant Institute of Mathematical Sciences, New York University. For 14 years, Mr. Habeeb was a member of the Society of Actuaries.

Ms.  Roya  Nassiri

Marketing Associate
Tel : 301-951-4839
Email: roya.nassiri@calvert.com

Calvert Asset Management Company,INC Product Name

Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.
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