CJ
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Christopher J. Calvert

Strategic Advisor

San Diego Metropolitan Area · 1 connection

J.M. Arbour Wealth Management

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About

I help families and business owners preserve and grow generational wealth through strategic capital allocation. At J.M. Arbour, I lead business development for our multi-family office platform. We work with high-net-worth and ultra-high-net-worth families who need more than investment management—they need integrated advisory across investments, tax, estate planning, business succession, and family governance. I've spent 19 years in capital markets, advising across the full company lifecycle from early-stage ventures to mature enterprises. I focus on capital formation and portfolio construction across venture capital, private equity, and private credit. I also run CCAST Holdings, our family investment holding company, where we invest in technology, fintech, green tech, and real estate. This gives me perspective on both sides of the table—as an allocator and as an investor building portfolio companies. Before J.M. Arbour, I worked in capital markets and built relationships with asset managers, wealth advisors, and institutional capital partners. I'm a Strategic Partner at PandoAlts and serve as an advisor to several companies, including MasterFi, PandoAlts, Guac and Zeacon. I studied

Experience

Sr. GTM AdvisorVastAdvisor
Aug 2026
Strategic AdvisorJ.M. Arbour Wealth Management
Aug 2025
Strategic PartnerPandoAlts
Dec 2024
Team HeadPandoAlts
Oct 2024 to Aug 2025
Investor and GTM AdvisorZeacon
Apr 2025
Strategic AdvisorGuac
Feb 2023
CEO and Founder of Catch Capital, LLCCatch Capital LLC
Mar 2023 to Aug 2024
Vice President Prime Brokerage SalesCowen Prime Services is now Cowen Inc
Aug 2011 to Aug 2013
PresidentShareNett
Aug 2020 to Mar 2023
Startup Advisor/MentorNex Cubed
Jan 2020 to Mar 2023
Co-FounderProphetic
Jul 2019 to Aug 2022
Senior Vice PresidentGar Wood Securities
Mar 2014 to Jul 2019
Board Member & Chair of ACG - NextGen San DiegoAssociation for Corporate Growth (ACG)
Feb 2020 to Aug 2022
Manager, Sales at Coinbase Asset Management (CBAM)Coinbase
Mar 2018 to Nov 2018
Vice President SalesAlaris Trading Partners, LLC
Aug 2009 to Aug 2011
Sales AssociateAlaris Trading Partners
Jun 2006 to Aug 2009

Education

San Diego State University
Finance Finance/ Political Science
2001 to 2006
John Cabot University
Undergrad Study Abroad Program
2004 to 2004
San Diego State University
Bachelor of Science BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES