Christopher J. Calvert

Christopher J. Calvert

Vice President of Business Development @ J.M. Arbour Wealth Management

About

I help families and business owners preserve and grow generational wealth through strategic capital allocation. At J.M. Arbour, I lead business development for our multi-family office platform. We work with high-net-worth and ultra-high-net-worth families who need more than investment management—they need integrated advisory across investments, tax, estate planning, business succession, and family governance. I've spent 19 years in capital markets, advising across the full company lifecycle from early-stage ventures to mature enterprises. I focus on capital formation and portfolio construction across venture capital, private equity, and private credit. I also run CCAST Holdings, our family investment holding company, where we invest in technology, fintech, green tech, and real estate. This gives me perspective on both sides of the table—as an allocator and as an investor building portfolio companies. Before J.M. Arbour, I worked in capital markets and built relationships with asset managers, wealth advisors, and institutional capital partners. I'm a Strategic Partner at PandoAlts and serve as an advisor to several companies, including MasterFi, PandoAlts, Guac and Zeacon. I studied Finance at San Diego State University, where I was active in student organizations and interned at a local hedge fund. If you're building wealth that needs to last across generations, let's connect.

Country

United States

City

San Diego Metropolitan Area

Industry

Financial Services

Skill

Family Offices, Stakeholder Management, Enterprise Software, Business Development, Investment Management, Investments, Start-ups, Private Equity, Alternative Investments, Capital Markets, Mutual Funds, Asset Management, Finance, Investment Banking, Financial Markets, Fixed Income, Electronic Trading, Investment Strategies, Venture Capital, Asset Managment

Experience

J.M. Arbour Wealth Management

Vice President of Business Development

J.M. Arbour Wealth Management

LinkedIn
2025-8 - Present · 1 yr 2 mos

San Diego Metropolitan Area

Christopher Calvert brings over 19 years of experience in Capital Markets, with a focus on serving the sophisticated needs of private wealth clients. At J.M. Arbour, Chris has a key role to expand the firm’s multi-family office platform by cultivating and maintaining relationships with family offices, private investors, and institutional capital partners. Throughout his career, Chris has advised and invested across the full company lifecycle; from early-stage ventures to mature enterprises offering strategic guidance on capital formation and portfolio construction. He has a proven track record of executing transactions across direct investments, secondaries, and fund allocations, spanning Venture Capital, Private Equity, and Private Credit. Chris’s deep network includes Asset Managers across public and private strategies, as well as the families, wealth advisors, and institutions that invest alongside them. His ability to bridge the gap between capital and opportunity has made him a trusted advisor to clients seeking to preserve and grow generational wealth.

PandoAlts

Strategic Partner

PandoAlts

LinkedIn
2024-12 - Present · 1 yr 10 mos

San Diego Metropolitan Area

Pando is the only open network for alternative investing. Pando unites the industry’s many closed platforms and marketplaces into a single, secure network where wealth managers, broker-dealers and general partners can freely offer, distribute and engage with investment opportunities. Built in the cloud with modern data architecture, an open API framework and an AI-forward philosophy, Pando is easy to onboard and can streamline the entire investment process from deal discovery to client onboarding, transaction execution, real-time post-transaction events, recordkeeping and reporting. Unlike a broker, Pando does not charge commissions or curate investments, focusing instead on fostering connections and enhancing efficiency throughout the alternative investment ecosystem. For more information visit www.pandoalts.com

CCAST Holdings, LLC

CEO, Founder & Managing Partner

CCAST Holdings, LLC

2021-1 - Present · 5 yrs 9 mos

San Diego Metropolitan Area

CCAST Holdings, LLC is our family investment holding company, we have a broad range of investments from early and late-stage technology (software and services) FinTech, Green Tech, DME, and Real Estate. Additionally, we provide growth advisory services to our portfolio companies.

Zeacon

Investor and GTM Advisor

Zeacon

LinkedIn
2025-4 - Present · 1 yr 6 mos

Zeacon the 24/7 Video sales and engagement platform which hosts, organizes and analyzes the videos on your website. Continuously learning to attract, engage and convert more visitors so you don't have to.

Guac

Strategic Advisor

Guac

LinkedIn
2023-2 - Present · 3 yrs 8 mos

San Diego County, California, United States

Guac is a savings and rewards platform that acts as a value-added service for our bank and financial service partners. Guac's partners use Guac's digital tools to create a deeper bond with their customers while significantly reducing cost and driving sales. Guac Benefits: - Automated Savings - The Best Rewards & Loyalty Program - Earn Money partnerships/Money Hacks - Credit Monitoring & Building

Catch Capital LLC

CEO and Founder of Catch Capital, LLC

Catch Capital LLC

LinkedIn
2023-3 - 2024-8 · 1 yr 6 mos

San Diego Metropolitan Area

Catch Capital offers direct investment opportunities in growth stage US and International companies and partnerships interests in Hedge Funds, Private Equity Funds, Private Credit Funds, and SMAs.

ShareNett

President

ShareNett

LinkedIn
2020-8 - 2023-3 · 2 yrs 8 mos

San Diego, California, United States

ShareNett is a fully regulated private global investment platform, providing 360-degree solutions for private investors. Opportunities are sourced through the collective global relationships of members and various industry relationships built over the past 30+ years. Family Offices, institutional investors and advisors seeking private placements, yield solutions, trading and liquidity options for secondaries or advisory services can learn more by contacting me directly. All securities and securities transactions offered by and through ShareNett Securities LLC, member FINRA / SIPC and SEC registered broker-dealer. For additional information, please visit ShareNett’s website at www.sharenett.com.

Nex Cubed

Startup Advisor/Mentor

Nex Cubed

LinkedIn
2020-1 - 2023-3 · 3 yrs 3 mos

Greater San Diego Area

Association for Corporate Growth (ACG)

Board Member & Chair of ACG - NextGen San Diego

Association for Corporate Growth (ACG)

LinkedIn
2020-2 - 2022-8 · 2 yrs 7 mos

Greater San Diego Area

ACG San Diego NextGen is a group for young professionals and executives approximately 30-40 years of age with a minimum of five years of experience in their current field. We are the up and coming stars in the San Diego business community who share in professional and business development through a variety of educational, networking, and social events and programs. https://www.acg.org/sandiego/networks/nextgen

Gar Wood Securities

Senior Vice President

Gar Wood Securities

LinkedIn
2014-3 - 2019-7 · 5 yrs 5 mos

Greater San Diego Area

Education

San Diego State University

San Diego State University

LinkedIn

Finance/ Political Science

2001 - 2006 · 5 yrs

Before he joined Alaris Trading Partners, Christopher Calvert was an active undergraduate student at San Diego State University, where he was involved in a multitude of on campus groups ranging from: Associated Students, College of Business Student Council, Finance and Investment Society, as well as Sigma Alpha Epsilon Fraternity. Christopher’s focus was in Business Finance where he took an interest in capital markets and trading. While completing his degree, he obtained an internship with a local hedge fund GP, Day Financial Services. He graduated from SDSU with a BS in Finance and Minor in Political Science in 2006.

Christopher J. Calvert's Contact Information

Email

******@***.com

Phone

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