Sales Management Team
Craig Cloyed, President, Calvert Distributors, Inc.
Mr. Cloyed joined Calvert Group in 1998. Prior to joining Calvert, Mr. Cloyed was President of Berger Distributors, Inc. and Chief Marketing Officer for Berger Associates, Inc., where he oversaw sales and marketing for all distribution channels. Before working for Berger, Mr. Cloyed spent six years as Director of the Institutional Division and Global Partner for Invesco Funds Group, where he founded and grew the institutional group to $6 billion in assets, in addition to establishing various sales groups and internal infrastructure. In total, Mr. Cloyed has over 20 years of sales and marketing experience in the financial services industry.
Steve Himber, Senior Institutional Vice President, Calvert Distributors, Inc.
805.527.2101 steve.himber@calvert.com
Mr. Himber joined Calvert in 1998. In his role, Mr. Himber is responsible for managing and supporting direct institutional client and investment consulting relationships for Calvert on a national basis. Mr. Himber began his career in the investment industry in 1987, and brings to Calvert an extensive background in working with a wide range of institutional investors and investment consulting firms.
Mr. Himber earned a B.A. from California State University, Northridge in 1984, and lives with his wife and daughter in Southern California. He is a member of several industry-related groups, including the Association of Investment Management Sales Executives, the Association of Small Foundations, and the Council of Institutional Investors.
David W. Leach, Vice President, Calvert Distributors, Inc.
800.317.2274 david.leach@calvert.com
Mr. Leach joined Calvert Group in 1982, and has served in various staff and supervisory capacities in the Transfer Agent, Asset Management Company and Distributor. He was instrumental in establishing the Institutional Markets Group in 1990 to market Calvert's funds to bank brokerages, bank trust departments and other institutional investors. Mr. Leach currently manages and services the Bank Trust Department and Corporate Cash Management relationships.
Mr. Leach earned a BA in Economics from Hobart College of Geneva, New York. He is a member of several industry-related groups, including Association of Financial Professionals, Government Finance Officers Association and American Bankers Association. Mr. Leach holds FINRA Series 2, 7, and 63 licenses.
Christine Teske, Senior Institutional Vice President, Calvert Distributors, Inc.
301.951.4871 christine.teske@calvert.com
Ms. Teske joined Calvert in 1990. In her role, she is responsible for managing and supporting all investment-only institutional relationships through Defined Contribution Providers and College Savings Programs on a national basis. Ms. Teske works with financial institutions and third-party administrators specifically supporting their efforts in the 401(k), 457, 403(b) and 529 markets. She has 19 years of investment experience with an extensive background in institutional investment sales and client servicing. During her career, Ms. Teske was the Training Manager for First Data's daily 401(k) recordkeeping and on-demand trading software products. She earned a BA from the University of Maryland, College Park.
David Mazza, Vice President, Institutional Sales, Calvert Distributors, Inc.
513.266.4136 david.mazza@calvert.com
Mr.Mazza joined Calvert in 2008 after spending over seven years at Summit Investment Partners, Inc. He is responsible for managing and supporting insurance relationships for Calvert on a national basis. He started his career at Summit as Director of Distribution Platforms and spent the last three and half years directing Summit’s sales and marketing efforts as National Marketing Director. During his tenure at Summit, Mr. Mazza helped double the gross sales of Summit’s mutual fund family, more than doubled the number of Summit's institutional clients and established their first wholesaling sales force. Prior to joining Summit, Mr. Mazza was a Second Vice President at Conseco Capital Management, a Risk Advisor with Bank One and a Senior Auditor at Ernst & Young.
Mr. Mazza was a University Scholar at Xavier University and graduated with degrees in Finance and Accounting. Mr. Mazza is Certified Public Accountant (CPA) and holds FINRA Series 6 and 63 licenses.He has also successfully completed Levels I and II of the Chartered Financial Analyst (CFA) Exam.
Client Service Team
Blair Cahoon, Senior Account Executive
800.327.2109 blair.cahoon@calvert.com
Mr. Cahoon joined Calvert in 1993, and is the senior member of our team responsible for supporting direct institutional client and consultant relationships. Blair is the main contact at Calvert for data inquiries and Request for Proposals. He has also worked in the Investor Relations and Broker Operations departments at Calvert. Mr. Cahoon holds FINRA Series 6,7,24, and 63 licenses, and the Chartered Mutual Fund CounselorSM (CMFC) designation. Mr. Cahoon earned a BS in Management from the University of Maryland University College.
Roya Nassirizadeh, Institutional Account Consultant
800.327.2109 roya.nassirizadeh@calvert.com
Ms. Nassirizadeh joined Calvert in 2004. As Institutional Account Consultant, Roya is responsible for assisting Calvert's Institutional Sales department with preparing RFP's, updating consultant databases and servicing institutional clients. Ms. Nassirizadeh has 6 years experience working in the financial services industry. Prior to Calvert, she worked for Royal Alliance, a division of AIG, NYC. A Virginia Tech graduate, Roya holds a BS in Finance as well as FINRA Series 6 and 63 licenses.
Jennifer Monroe Heebink, Institutional Account Consultant
800.327.2109 jennifer.heebink@calvert.com
Ms. Heebink joined Calvert in 2007. She is a member of the Institutional Funds Group, responsible for updating consultant databases, preparing Request for Proposals and servicing institutional clients. She has 11 years of Wall Street experience, most recently as a member of the equity trading team at institutional investment bank Avondale Partners, LLC. She was a founding member of the equity sales trading team at FBR & Co., Inc., covering institutional accounts in New York, Denver, and Minneapolis. She earned a BA in Economics from the University of Richmond and holds FINRA Series 7 and 63 licenses.
Mark K. Smith, Institutional Account Associate
800.327.2109 mark.smith@calvert.com
Mr. Smith joined Calvert in 1998. As an Institutional Account Associate, Mr. Smith works closely with Christine Teske, Senior Institutional Vice President, supporting investment-only institutional client relationships. In his role, he is responsible for servicing existing relationships as well as developing new business opportunities. He has also worked as a Regulatory Communications Specialist in Calvert's Legal Department and an Assistant in Calvert's Marketing Department. Mr. Smith earned a BS in Marketing from the University of Maryland, College Park.
Sales and Marketing
Fund Literature 800.327.2109
Broker Operations
Account Information 800.368.2746
I900 (4/09)
