Meet Your Calvert Regional Wholesaler

North-Atlantic Region

Wholesaler photo

Marc DiFilippo

Regional Vice President
North-Atlantic Region
Calvert Investment Distributors, Inc.

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.

Contact information

Marc DiFilippo
Regional Vice President
North-Atlantic Region
Calvert Investments
4550 Montgomery Avenue
Bethesda, Maryland 20814

Marc.DiFilippo@Calvert.com
1.800.368.2750
301.951.4800 x71677
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 6
  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65

Community Involvement

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.

Internal Sales Consultant,
North-Atlantic Region

David Grean
Internal Sales Consultant
800.368.2750
301.951.4800 x71677
David.Grean@Calvert.com