Calvin Chung

CFA

Associate - Chicago

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Calvin Chung is an Associate who joined Lenox Advisors in 2015.  He works with high net worth individual and corporate clients on a wide variety of personal financial planning and business planning issues. He takes a comprehensive approach to working with individual clients to coordinate estate, retirement and tax planning in order to develop financial plans that are integrated and efficient. For business owners and corporate clients, he specializes in business continuity and transfer issues as well as structuring strategic employee benefits and executive carve out programs for key employees and business owners.

Calvin joined Lenox with over 17 years of financial services experience in research, portfolio management, and retirement plan analysis. Prior to joining Lenox, he was a Client Portfolio Manager at TIAA-CREF.

Calvin holds the Chartered Financial Analyst Designation, received his B.A. in Economics from Brandeis University and has an MBA in finance from the University of Chicago.

For Calvin’s complete licensing information click here.