Calvin Partners LLC is an independent boutique investment management firm based in San Jose, CA, offering a range of services for financial advisors, private clients, and institutional investors. With a disciplined and focused approach, their team of experienced finance professionals specializes in strategies such as Rising Dividend portfolios, private wealth management, and tailored products for pensions and endowments.
Led by Managing Directors Michael B. Andelman, Carol M. Lippman, CFA, John V. Celentani, CFP, CPWA, and Richard R. Seitz, Calvin Partners LLC prides itself on providing personalized and transparent solutions to meet the unique needs of their clients. Their expertise in equity research, investment management, and wealth advisory ensures a client-centric approach and consistent results.
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