Regional Vice President, Wholesale Marc DiFilippo, has been a member of Calvert’s experienced team of wholesalers since 2012. As regional vice president for the North Atlantic Division, he works with advisors in Pennsylvania, New Jersey, and Delaware. His areas of expertise are in providing thematic-based solutions for financial advisors, practice management consulting, and client seminars. Prior to joining Calvert, Mr. DiFilippo worked in wholesaling for JW Seligman. He has also worked at AllianceBernstein, Van Kampen Investments, Inc., and BlackRock. Mr. DiFilippo graduated from Ursinus College in Collegeville, Pa. He holds the following licenses: Series 6, 7, 65, 63.
4550 Montgomery Avenue
Bethesda, Maryland 20814
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 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
Marc DiFilippo and his wife live in Chester County, Pa. with their two dogs. He has worked as a volunteer for the Grant Street Settlement in New York City. He loves to travel and is a sports enthusiast.