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With roots dating back to 1938 Winslow Drake is looking for investment advisors passionate about doing things the right way.
If your clients come first and you want to work with a seasoned and experienced financial team that can help you and your clients, Winslow Drake is the team for you.
Prior to joining Calton & Associates, Ramu served as Director of Research at Rady Asset Management, a Hedge Fund and Registered Investment Advisor specializing in long-short and other alternative strategies. He has also served as Treasurer at the Federal Home Loan Bank responsible for managing and hedging a fixed income portfolio of over $10 billion.
John has served as Chairman and CEO of ING Advisors Network and ING National Trust. John began his career in 1974 as an NASD Examiner and has served on the NASD & FINRA Board of Governors. Investment Advisor Magazine has ranked John as one of the top 25 most influential people in the industry. John shares his time between Tampa, FL and Manhattan Beach, CA.
Prior to joining Calton & Associates, Amy founded Pension Resource Institute (PRI). She also serves on the Board of Directors for the Women in Pension Network and has been nominated for 401k Wire's top 100 most influential people for 5 consecutive years.
President of Advisory Services
Chairman of the Board
Managing Director Retirement Services
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Thirty years experience in the financial services business in Los Angeles, New York City, London and more recently, the Coachella Valley. With a background that includes serving as senior investment banker to banks across the United States, credit analyst, Chief Financial Officer and private banker, Haddon brings a knowledge of the finance industry possessed by few wealth advisors.