Lee A. Calfo is the Chief Executive Officer of the Adviser and has served as President of the Fund since 2019.
He is also the Chief Executive Officer of Alden Investment Group, which consists of a broker dealer, Alden Securities, and Alden Capital Management, an asset management firm and a founder and President of Equalize Capital. Prior to founding Equalize Capital, formerly known as Bluestone Capital Partners, Mr. Calfo served as a portfolio manager at Boenning & Scattergood, Inc. Prior to that he was Director of Research at Cohen & Company Securities, LLC and was a research analyst at several firms since 2000. Mr. Calfo earned a Bachelor of Science in finance at Penn State University and holds the series 7, 24, 63, 65, 79, 86 and 87 securities licenses. The Equalize Community Development Fund is distributed by Foreside Fund Services, LLC which is not affiliated with Equalize Capital or any affiliate. Foreside is not a registered investment advisor and does not provide investment advice.
View all Team Members