Calvin Roseberry
Client Portfolio Manager
Calvin joined Recurrent in 2026. Prior to Recurrent, he held various roles across the investment management industry for over 25 years, most recently at Cetera Financial, Franklin Templeton and UBS. Calvin holds an MBA from the University of Miami and is a Certified Investment Management Analyst®.
Calvin Roseberry
Client Portfolio Manager
Calvin joined Recurrent in 2026 as Client Portfolio Manager. Prior to this, he was a Regional Director of Wealth Management for Avantax under the Cetera Financial Group. Before that, Calvin was at Franklin Templeton, both on their SMA and DCIO teams. He started his career at UBS as a financial advisor and was promoted to the role of Associate Director for Wealth Management, working with financial advisors across the Southeast.
Calvin earned an MBA in International Business from the University of Miami. He is a Certified Investment Management Analyst® and a Chartered Retirement Plan Specialist® designee. He lives in Greensboro, North Carolina with his wife and son. He is an avid golfer, enjoys watching his son play soccer and restores vintage motorcycles and Italian scooters in his spare time.