Our team

Jean Calache, CFP®

Financial Analyst

Jean helps our portfolio management team and financial planning department with portfolio allocations, new client proposals and research on new products. His comprehensive approach to planning and investing allows him to have a holistic view in the investment process and smoothly integrate it to our clients’ objectives, needs and constraints.

Originally from Paris, France, Jean came to Los Angeles to pursue post graduate studies at UCLA and prepare for the CFP examination. Jean holds a Masters in Business Management (Finance) from a top tier French Business School and a Bachelor in Economics and Finance. Before moving to the U.S., he worked at Lyxor Asset Management in the fast-paced La Defense business district in Paris.

Outside of the office, Jean is very involved in giving back to the community. He is an active member with several organizations, including Habitat for Humanity, which supports households in disadvantaged areas of Los Angeles. Jean also enjoys opera plays and classical music concerts. However, his favorite hobby is spending quality time with his family.

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