Caleb Humbert is a Senior Internal Regional Consultant with Callodine Wealth Solutions. In this capacity, he is responsible for sharing financial market insights, with an ability to explain complex financial concepts; offering specific investment solutions based on client needs and objectives; and effectively communicating investment strategies, performance, and portfolio positioning, specifically for the Mid-Atlantic and West Coast territories.

Caleb joined the firm in 2021 and has over eight years of investment experience, with the last 2 years spent as an internal regional consultant. Prior to his current role, Caleb worked as an account manager for Manning & Napier, where he was responsible for managing hundreds of client accounts and the maintenance of model portfolios for third party providers.

He earned a BS in Finance from Le Moyne College, and holds Series 7, 63, and 65 licenses.

Find your regional team

Employed by Manning & Napier Advisors, LLC ("Manning & Napier"), a subsidiary of Callodine Group, LLC. Callodine Wealth Solutions is a brand of Manning & Napier, an SEC registered investment advisor. Securities offered through affiliate, Manning & Napier Investor Services, Inc., member FINRA. For important information about Manning & Napier, please visit our disclosures page.