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Calvin Jones, CFA®
Managing Director of Fixed Income
Cal Jones, CFA®, serves as a senior leader on the investment management team at FirstSun Advisors, where he leads portfolio construction, asset allocation, and risk management across fixed income and multi-asset strategies. He serves on the firm’s Investment and Asset Allocation Committees, partnering with advisors and institutional fiduciaries to design resilient investment solutions focused on capital preservation, income generation, and long-term objectives.
Mr. Jones joined FirstSun Advisors (formerly First Foundation Advisors) in 2011 and brings over 15 years of investment management experience, including prior work at ProShare Advisors where he specialized in global equity and derivatives strategies.
Outside of portfolio management, he is an adjunct professor of finance at Hawai’i Pacific University and serves on the boards of local organizations, including Lanakila Pacific, Common Grace, and the CFA® Society Hawaii. His background in academia and governance informs an accessible, disciplined approach to translating complex market dynamics into actionable strategy.
Mr. Jones holds a Master of Science in Mathematical Finance from the University of North Carolina at Charlotte and a Bachelor of Engineering from the University of Pittsburgh. He is a member of the CFA® Institute and the CFA® Society Hawaii.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.