Since joining our firm in 2005, Caleb has proven to be an invaluable member of Sanderson Wealth Management, offering numerous skills and experiences. His primary role is client relationship management, while he also co-manages the performance reporting system, is a member of our research and investment committees, and mentors our financial analysts.
CALEB ADVISES CLIENTS ON:
Experience and credentials.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Director of Performance Reporting | AMG Guaranty Trust, an investment advisory firm based in Denver, Colorado
- MBA with concentrations in Finance and Consulting | State University of New York at Buffalo
- BA in Economics | State University of New York at Albany