Caleb joined the All Star team in June of 2020 as an Investment Analyst. His role covers a variety of investment-related areas such as research and due diligence, performance reporting, portfolio construction and portfolio management. He also works directly with our Portfolio Manager to support the management of the firm’s discretionary model portfolios and to help manage the firm’s trading activities in addition to providing analytical support to the Senior Wealth Advisors.
In 2018, he graduated cum laude with a degree in Finance from Metropolitan State University of St. Paul, MN. Prior to joining All Star, Caleb was a Wealth Strategy Associate at UBS where he focused on financial planning, investments, research and implementing wealth strategies to help clients develop and achieve their financial goals. Caleb is currently working towards his CFA designation. Outside of work he enjoys playing basketball, going rock climbing, biking, running, golfing and being involved at his church.