Caleb E. Jennings
MBA, CFP®, CIMA®
Caleb Jennings is a Vice President of Investment Advisory Services at Sanderson Wealth Management, LLC. His primary role is as a relationship manager. Caleb also co-manages the performance reporting system. He serves as a mentor for Sanderson’s financial analysts, and is a member of both the investment research team and the investment committee. Caleb received the Certified Investment Management Analyst designation in 2009 and the designation of Certified Financial Planner in 2014.
Caleb was employed for five years by AMG Guaranty Trust, an investment advisory firm based in Denver, Colorado. There he served as the Director of Performance Reporting in the capital management department and his responsibilities included overseeing its quarterly reporting process, executing equity and fixed income trades, and managing the internal customer services for two regional offices.
Caleb graduated from the State University of New York at Albany with a Bachelor of Arts in Economics, where he was a member of the Economics Honors Society. In 2005, Caleb joined Sanderson Wealth Management following his graduation from the Master of Business Administration program at State University of New York at Buffalo, with concentrations in Finance and Consulting. During that time, he worked in the MBA office as a graduate assistant and was also involved in the UB Leadership PACE program.