calvin.racy@gatewoodwealth.com

EDUCATION

University of Missouri - Columbia –Business Administration, Minor in Economics

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PROFESSIONAL

Calvin serves as an Investment Strategist Assistant at Gatewood Wealth Solutions, where he focuses on securities analysis and investment operations for the firm's investment committee. With a robust background in financial services, Calvin brings over three years of experience as an Investment Research Analyst at Mercer, specializing in evaluating investment strategies and market trends. His previous roles at SitusAMC and First Midwest Bank honed his expertise in asset management and client-focused financial services, ensuring he has the tools to support data-driven, strategic investment decisions.

Calvin's analytical acumen extends to roles with the University of Missouri Investment Fund, where he assisted in managing a $1.6 million endowment portfolio, and MU International Trade Center, providing global market insights to local businesses. His diverse industry experience, ranging from finance internships at Learfield IMG College to asset consulting, ensures a comprehensive understanding of investment operations, research methodologies, and market dynamics.

PERSONAL

Outside of his professional responsibilities, Calvin enjoys staying active and embracing challenges, both intellectually and physically. His passion for continuous learning complements his role at Gatewood, as he stays up-to-date with market trends and financial innovations.

Calvin enjoys playing golf and spending time with his wife, Rachel, and new puppy, Winnie. He is also an avid sports fan, rooting for his favorite teams, the Kansas City Chiefs and Mizzou Tigers. Calvin values collaboration and thrives in dynamic environments where he can make a meaningful impact. Whether on a golf course or exploring new cities, Calvin takes every opportunity to blend his personal interests with his drive to build meaningful relationships and provide value to those around him.