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About
Lee Lunceford is a Senior Partner at Calton & Associates, Inc. in Little Rock, AR, where he leads client advisory services and strategic portfolio management for a broad range of individual and institutional investors. In this capacity, he focuses on delivering tailored investment solutions and comprehensive financial planning, leveraging the firm's wide array of products and independent advisory platform.
With over 25 years of industry experience, Lunceford's expertise spans across equities, fixed income, and alternative investments, with a particular emphasis on wealth preservation and growth for high-net-worth clients and small institutions. His earlier roles include Investment Advisor at Union Bank of Switzerland and Crews and Associates, where he gained in-depth knowledge of global markets and customized portfolio strategy.
Lunceford holds a BBA in Accounting from Harding University, providing a strong foundation in financial analysis and portfolio construction. He is recognized for his commitment to client advocacy and his contributions to investment best practices in the Arkansas region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Calton & Associates, Inc. | Senior Partner | Jan 2009 to Present | — |
| Union Bank of Switzerland | Investment Advisor | Oct 1998 to Jan 2002 | — |
| Crews And Associates | Investment Advisor | Jan 1995 to Jan 1998 | — |
Education
Harding University
BBA, Accounting
1990 — 1994
Others at Calton & Associates, Inc. (2)
| Name | Role | Location |
|---|---|---|
A Alan Harman | Vice president- investments | Delray Beach, FL , United States |
| Analyst | Tampa, FL , United States |
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