Meet Your Calvert Regional Wholesaler

Northcentral Region

Wholesaler photo

Steve Yoon

Regional Vice President
Northcentral Region
Calvert Investment Distributors, Inc.

Steven Yoon is the regional vice president of Calvert Mutual Funds and currently manages the North Central Territory (Ohio, Mich., Ind., Ky.). Prior to joining Calvert Investment Distributors, Inc., in 1998, Mr. Yoon worked as a commodities broker in Seoul, Korea, as a product manager and account executive in Washington, D.C., and as a financial advisor in Rockville, Md. He holds Series 7 and Series 63 licenses, and a B.A. from New York University with concentrations in economics and finance. Mr. Yoon's community involvement includes participating in the Cleveland City Missions, facilitating a financial stewardship class, and chairing the capital campaign committee for his church.

Contact information

Steve Yoon
Regional Vice President
Northcentral Region
Calvert Investments
4550 Montgomery Avenue
Bethesda, Maryland 20814

Steven.Yoon@calvert.com
1.800.368.2750
301.951.4800 x71658
301.654.7820 (fax)

Special Expertise

Business-building sales and marketing ideas:

  • Practical seminars for financial service professionals
  • Engaging client presentations
  • Joint client conferences, in person or by phone
  • Effective sales-support materials

Licenses and Designations

  • FINRA Series 7
  • FINRA Series 63

Community Involvement

Internal Sales Consultant,
Northcentral Region

Jason Lindner
Internal Sales Consultant
800.368.2750
301.951.4800 x71658
jason.lindner@Calvert.com

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

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