Calydon Capital, LLC

Peter Courtney is a financial advisor at Calydon Capital, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked for Greenwich Investment Management, Inc. for 15 years before joining Calydon Capital in 2023. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm manages approximately $2.87 billion in regulatory assets using a proprietary screening and factor model to identify high-quality equities and allocates assets among income-producing equity and fixed-income strategies.

Jordan Price is a financial advisor at Calydon Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Calydon Capital in 2025, he worked at American Express from 2022 to 2025 and held positions at Indiana University, Publick House, and Spotify Inc. His background includes a variety of roles outside the financial advisory industry. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm manages approximately $2.87 billion in assets and employs proprietary screening and factor models to allocate client assets across income-producing equity and fixed-income strategies.

Everett Price is a financial advisor at Calydon Capital, LLC with eight years of industry experience. He previously worked at Principal Street Partners, LLC and R. Seelaus & Co Inc. Everett holds Series 63 and Series 65 licenses. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other advisers. The firm employs a proprietary screening and factor model to select equities and allocates assets across income-producing equity and fixed-income strategies, managing both discretionary and non-discretionary mandates.

Eric Sellinger is a Series 65-licensed advisor at Calydon Capital, LLC with 11 years of industry experience. He has worked previously at Vertigo Strategies, LLC and has been with Principal Street Partners, LLC (now Calydon Capital) since 2020. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other advisers. The firm manages approximately $2.87 billion in assets using a proprietary screening and factor model focused on high-quality equities, income-producing equity and fixed-income strategies, and maintains both discretionary and non-discretionary mandates.

James West IV is a CFA® charterholder with 21 years of industry experience. He has worked at Calydon Capital, LLC since 2019 and previously spent 13 years at Green Square Capital, LLC. He holds a Series 63 license and is based in Memphis, TN. Calydon Capital provides portfolio management and sub‑advisory services to high‑net‑worth individuals, pooled investment vehicles, and other advisers, managing approximately $2.87 billion in regulatory assets. The firm uses a proprietary screening and factor model to select high‑quality equities and allocates assets among income-producing equity and fixed-income strategies, including high-yield municipal underwriting and legacy bridge-loan investments.

Morgan Sanders is a financial advisor at Calydon Capital, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Principal Street Partners from 2016 to 2026 and Raymond James and Associates from 2013 to 2016. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm manages approximately $2.87 billion in regulatory assets using a proprietary screening and factor model to allocate assets among income-producing equity and fixed-income strategies.

David Weiner is a financial advisor at Calydon Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Vertigo Strategies, LLC and JAWS Capital Partners, LLC. In addition to his role at Calydon Capital, he serves as a partner of Vertigo Capital Management, LLC, dedicating approximately 10 hours per week to this activity. Calydon Capital provides portfolio management and sub-advisory services to high-net-worth individuals, pooled investment vehicles, and other advisers, managing approximately $2.87 billion in regulatory assets. The firm uses a proprietary screening and factor model to select high-quality equities and allocates assets among income-producing equity and fixed-income strategies, including high-yield municipal underwriting, while managing both discretionary and non-discretionary mandates.