Charlie Calvin

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:

  • Senior Relationship Manager in the Middle Market Lending Group with a portfolio of over $300 million in loans
  • Manager of multiple lenders and support employees as the Head of the Business Banking Group for the entire Houston area
  • Manager of 18 lenders and 40 support employees in the establishment and operation of the first statewide Consumer Loan Center
  • Manager of lenders and support employees in the workout of 2,000 toxic assets in the Diversified Asset Group

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.

Major Accomplishments:

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.

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