Based in Clarkston, Michigan, Caldwell will manage the investment team of Freedom One Investment Advisors and communicate with plan sponsors and participants regarding the firm’s investment process. He will also be responsible for conducting research, facilitating direct asset allocation decisions, and developing market and economic forecasts.
Caldwell comes to the firm with more than 15 years of experience in investment policy design, fund manager selection and oversight, portfolio management and financial statement analysis. He previously served at McDonald Investments as chief investment strategist and managing director of portfolio strategy. Prior to McDonald, he acted as executive director for a portfolio management division of UBS Financial Services. He has also managed model portfolios for asset management groups with more than $30 billion in assets as well as a large cap portfolio with nearly $2 billion in assets.
Caldwell earned his Bachelor of Business Administration from Cleveland State University, and holds various FINRA licenses, including Series 7, 9/10, 16 and 86/87.