Christopher J. Calvert
Strategic Advisor
San Diego Metropolitan Area · 1 connectionNot on Unlinked · Imported profile. Is this you? Claim it
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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
Jan 2021
Mar 2023 to Jul 2024
Aug 2020 to Mar 2023
Feb 2020 to Aug 2022
Aug 2018 to Oct 2018
Mar 2018 to Aug 2018
Education
Finance Finance/ Political Science
2001 to 2006
Undergrad Study Abroad Program
2004 to 2004
Bachelor of Science BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES