Tell me and I forget. Teach me and I remember. Involve me and I learn.”
— Benjamin Franklin
Calvin Lo, CFA
Calvin Lo is a Co-Founder and Managing Director of Keystone Global Partners. Mr. Lo is part of the management team and also serves as a Portfolio Manager. He formed Keystone with the vision to provide high quality wealth management and planning services to individuals and families using an absolute return investment philosophy. Mr. Lo provides investment leadership and guidance on equity selection, portfolio management, risk management, and asset allocation. He draws upon years of industry investment experience and works closely with all members of the investment committee as well as clients.
Prior to founding Keystone, Mr. Lo was a portfolio manager and head of investment strategy at Royal Oak Capital Management where he actively managed and evaluated client investment portfolios. Mr. Lo managed portfolios using a customized long short and long only equity approach with acute attention to risk management.
Prior to joining Royal Oak, Mr. Lo was an equity research analyst at Merrill Lynch focusing on the IT Hardware industry. He communicated investment ideas to institutional investors and focused on deep fundamental analysis of companies such as IBM, HP, Dell, Apple, and Sun Microsystems amongst others. Mr. Lo initiated coverage on numerous IPOs and during his tenure, his team was selected as Wall Street Journal's#1 technology stock picker against 30 other technology analyst teams in the United States.
Prior to joining Merrill Lynch Equity Research, Mr. Lo worked in Merrill Lynch's Private Banking and Investment Group researching equity, currency and commodity investment ideas for ultra high net worth clients.
Mr. Lo is a Chartered Financial Analyst (CFA) and received a B.Sc. in Management Science from the University of California, San Diego, graduating with Honors and Highest Distinction. He holds securities licenses 65, 86, and 87.
The Chartered Financial Analysts(R) (CFA(R)) designation is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis.