Calbay Investments partners with The Financial Services Network’s Portfolio Consulting team in order to build portfolios reflective of the unique financial objectives of our clients. Together, we collaborate on portfolio construction and investment selection so that we are leveraging thought leadership and the diverse resources of an experienced team. Partnering with a team of investment professionals focused on the day-to-day tasks involved in trading and rebalancing portfolios helps us devote more time to you, our valued clients.
Christopher is an owner and Managing Partner of The Financial Services Network. Beginning his career in 1996, Christopher has held various positions in investment sales, equity trading, business consulting and business development.
Christopher is a native Northern Californian and resides with his loving family in Danville, California.
Jeremy is an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group (SWAG). Jeremy’s career began in the field of technology as an executive and risk manager.
Jeremy lives in Northern California with his daughter and Labradoodle Kobe. In his free time, Jeremy enjoys playing hockey, hiking and being outdoors.
As a Vice President of the Portfolio Consulting Team at The Financial Services Network, Jim has day to day responsibilities focused on leading our team of Portfolio Administrators, as well as the overall trading and operations of the organization. Before joining The Network, Jim served as Director of Research at Allworth Financial (formerly Hanson McClain).
Prior to Allworth, Worden held a variety of leadership and asset management roles. He graduated from Brigham Young University-Hawaii in 1998 with a Bachelor of Science in International Business Management, and lives in Northern California with his family.
Hao is a member of the Portfolio Consulting Team responsible for trade execution and portfolio administration. In his role as Vice President of the Portfolio Consulting team, he offers trade and investment support for Network advisors, which includes trading due diligence, research, portfolio analytics and market updates. Hao is a 2019 Level II CFA candidate.
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