Cal Halliburton

About Cal Halliburton

With a tenure of more than 25 years in financial services with proven expertise in wealth management, banking, and alternative investing for high net-worth and ultra high net-worth clients. I am well versed in training, mentoring, and development of team members. Driven by passion, I utilize time-tested financial products and innovative, client-specific strategic financial solutions to maximize financial success while mitigating risk, achieving a 95% long-term client retention. Key Achievements Include: Function as a solutions expert in Wealth Management, Strategic Financial Solutions, and Financial Products, including a detailed understanding how to incorporate alternative investments in order to maximize returns over full market cycles with less volatility Assess needs, goals, and risk tolerance to identify optimal allocation of various investments and 3rd-party money managers to achieve the most cost-effective and tax-efficient strategies to achieve goals while maximizing financial success Advocate of the Endowment Model of investing with expertise in incorporating private investments into allocation to maximize portfolio returns over full market cycles with less volatility Contact me through this profile if you wish to connect.

Experience

1. Wealth Advisor

   Apollon Wealth Management - Catalyst Group

   Jan 2015 — Present

   o Provide individuals, families, and business owners with customized, comprehensive wealth management and financial planning services while creating efficiencies in their financial and family life o Assess needs, goals, and risk tolerance to identify an optimal allocation of various investments to secure the most cost-effective and tax-efficient path to achieve goals while maximizing financial success, utilizing direct investments and other alternative investments to increase returns and lower volatility over full market cycles o Provide custom portfolios comprised of appropriate selections including institutional asset managers/sub-advisors, alternative investments, structured products, private equity, private debt, commodities, managed futures, limited partnerships, energy, real estate, long-short, merger-arbitrage, DST1031 solutions, qualified opportunity zone funds o Through a network of estate planning attorneys and tax advisors, consult clients on how to preserve wealth for intended beneficiaries, facilitating the appropriate planning strategies available to the family and assisting in efficiently distributing assets as intended

Education

• University of Georgia - Terry College of Business - MBA

  Master of Business Administration (M.B.A.)

  2007 — 2009

• University of Georgia - Terry College of Business - BBA

  BBA, General Business