Theo Kalantzakos, CFA

Trading & Research

Theo Kalantzakos, CFA is our head trader and research associate. He is responsible for all trading operations across client accounts and participates in research efforts supporting the investment committee. Theo originally joined NEIRG Wealth Management in 2018 as an intern supporting business development and operations.

Theo graduated from the University of Massachusetts Amherst with dual degrees in finance and economics. He is a CFA® charterholder and member of the CFA® Society of Boston.

Outside of the office, Theo has dreams of becoming a chess Grandmaster or entering the World Series of Poker.