Calydon Capital, LLC

Peter Courtney is a financial advisor at Calydon Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked for Greenwich Investment Management, Inc. for 15 years before joining Calydon Capital in 2023. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm manages approximately $2.87 billion in regulatory assets using a proprietary screening and factor model to identify high-quality equities and allocates assets among income-producing equity and fixed-income strategies.

Jordan Price is a financial advisor at Calydon Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at American Express for three years, along with roles at Indiana University and other firms. Calydon Capital provides portfolio management, sub‑advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm employs a proprietary screening and factor model for equities focused on dividend-oriented companies, combined with credit underwriting for municipal strategies, managing both discretionary and non-discretionary assets.

Everett Price is a financial advisor at Calydon Capital, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Principal Street Partners, LLC and R. Seelaus & Co Inc. Calydon Capital specializes in portfolio management, sub-advisory services, and private fund management for high-net-worth individuals, pooled investment vehicles, and other advisers. The firm combines proprietary equity screening models with credit underwriting for municipal strategies and manages both discretionary and non-discretionary assets.

Eric Sellinger is a financial advisor at Calydon Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Principal Street Partners, LLC and Vertigo Strategies, LLC. Calydon Capital provides portfolio management, sub-advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $3.6 billion in assets. The firm uses a proprietary screening and factor model for equities combined with credit underwriting for municipal strategies and offers both discretionary and non-discretionary investment services.

James West IV is a CFA® charterholder with 21 years of industry experience. He has worked at Calydon Capital, LLC since 2019 and previously spent 13 years at Green Square Capital, LLC. He holds a Series 63 license and is based in Memphis, TN. Calydon Capital provides portfolio management and sub‑advisory services to high‑net‑worth individuals, pooled investment vehicles, and other advisers, managing approximately $2.87 billion in regulatory assets. The firm uses a proprietary screening and factor model to select high‑quality equities and allocates assets among income-producing equity and fixed-income strategies, including high-yield municipal underwriting and legacy bridge-loan investments.

Morgan Sanders is a financial advisor at Calydon Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Principal Street Partners since 2016. Calydon Capital provides portfolio management, sub-advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm employs a proprietary screening and factor model for equities alongside credit underwriting for municipal strategies, managing both discretionary and non-discretionary assets.

David Weiner is a financial advisor at Calydon Capital, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vertigo Capital Management, LLC for over two decades, where he remains a partner. His prior experience includes roles at Vertigo Strategies, LLC and JAWS Capital Partners, LLC. Calydon Capital provides portfolio management, sub-advisory, and private fund management services to high-net-worth individuals, pooled investment vehicles, and other advisers. The firm employs a proprietary screening and factor model targeting high-quality, dividend-oriented equities combined with credit underwriting for municipal strategies.