Charles Calvin, Co-Founder and Executive Vice President
Charlie brings over 25 years of diverse and comprehensive investment experience to the Haven Wealth Team. His leadership, lending and relationship management skills were sharply honed throughout his two decades with Wells Fargo, where he served in senior management roles that included:
Throughout his career, Charlie has been consistently recognized as a top producer and manager. He brings to Haven an extensive analytical background and thorough understanding of company fundamentals, including cash flow and valuation analysis. By using the knowledge he acquired in lending to large corporations, his skills are now being utilized to find fast growing companies trading at attractive valuations. His expertise is also extremely valuable in analyzing fixed-income securities.
Charles holds a Bachelor’s of Business Administration degree with a major in Finance from the University of Houston. He earned his Series 65 designation in 2009. Charlie was recognized as the top manager of toxic asset workouts in the Wells Fargo Banking system. He developed policies, procedures, and guidelines for the creation and management of all credit decisions for the Texas Consumer Loan Center of the bank.