Coe M. Magruder
FOUNDER AND CHIEF EXECUTIVE OFFICER
Mr. Magruder has more than 30 years of experience
in the financial services industry as an executive officer of
leading investment firms. At PaineWebber he served as a
regional director for direct investments, district manager and
chairman of the PaineWebber Manager Advisory Council.
Additionally, he represented the 10,000-employee Wealth
Management Group on PaineWebber's firm-wide Diversity
Council. Upon the merger of PaineWebber and UBS AG,
Mr. Magruder became an executive director responsible for
the successor firm's Washington, D.C., District.
In 2006, Mr. Magruder accepted a position as a managing director
of Pitcairn, one of the oldest continuously operating family
offices in the United States, where he focused on the complex
investment requirements of high-net-worth families. In 2010,
he joined Morgan Stanley to construct and manage a boutique
Washington, D.C., office addressing the investment needs of
high net worth clients. Mr. Magruder has served as chairman of
the Security Industry Association's Mid-Atlantic Region Board of
Directors and as an industry representative on the Supervisors
Committee of the New York Stock Exchange, which also
nominated and elected him to the Securities Industry Regulatory
Council on Continuing Education.
Mr. Magruder's educational experience includes completion
of studies at the Securities Industry Institute at The Wharton
School, University of Pennsylvania, the UBS Wealth Management
Executive Education Program and qualification as Certified
Investment Management Analyst (CIMA) from the Investment
Management Consultants Association. He holds a BBA in Real
Estate and Urban Development from the University of Georgia
and an MBA from Georgia State University.
Michael S. Calkin
Michael S. Calkin brings to WGS a decade of experience managing
investments for institutions and high net worth individuals. His
expertise ranges across portfolio management, investment
research, trading and risk management. Prior to joining WGS,
Mr. Calkin was a Director and Portfolio Manager at Absolute
Investment Management, where he played a key role in crafting
the firm's investment strategy by leading research initiatives
across multiple asset classes while co-managing the firm's trading
desk and serving on the firm's investment committee.
Prior to joining Absolute Investment Management, Mr. Calkin
was a Vice President at ASB Capital Management. While at ASB,
he was Associate Portfolio Manager for the firm's flagship equity
product, ASB Large Cap Core. During Mr. Calkin's tenure, the
ASB Large Cap strategy outperformed its S&P 500 benchmark
and was rated "5-Stars" by Morningstar, and the ASB portfolio
management team was named a "Top Gun Manager" by PSN.
Prior to joining ASB Capital Management, Mr. Calkin was an
Assistant Vice President at Chevy Chase Trust Investment
Advisors. During his time at Chevy Chase Trust, he was a Senior
Equity Research Analyst and Co-Portfolio Manager on the firm's
equity income strategy, Dividends Plus. This strategy, sub-advised
for CapitalOne Financial, outperformed each of the Dow Jones
Dividend Index, the Morningstar Dividend Index, and the S&P 500
while under Mr. Calkin's management.
Mr. Calkin received his undergraduate degree from Miami
University (Ohio), where he was awarded a NCAA Division I golf
scholarship. He received his Master of Business Administration
(MBA), with a concentration in finance and investments, from
George Washington University. He is a Member of the Board of
Directors of Beyonic Inc., a leading provider of mobile payments
and mobile money across emerging markets. Mr. Calkin has also
been a guest lecturer at Georgetown University's McDonough
School of Business and School of Foreign Service.