Trading & Research
Theo Kalantzakos joined NEIRG Wealth Management. in October 2018 with dual roles in Business Development and Operations. He is responsible for trading client accounts as well as assisting in the overall operations of the firm. Theo graduated from the University of Massachusetts Amherst in 2018 with dual degrees in finance and economics. Theo is working towards his CFA designation and is currently a Candidate for the Level I Exam in December 2020. He has worked with NEIRG in the past and is excited to have rejoined the firm.
Theo has a variety of interests including chess, basketball, acting, history and writing. He loves meeting new people and could hold a conversation about any topic. His true passion lies in working with others to make the world a better place.