Profile
“Westfield Specialty and I have been trying to make sure we are opportunistic in the marketplace and that has allowed us to grow profitably and create a broader and more diversified portfolio”
Jack Kuhn
Westfield Specialty
A graduate of Boston College, John R. Calvert III joined NMWMC in 1994. His background includes extensive expertise in navigating the most complex financial situations, mitigating risk, and sophisticated retirement strategies and tools to optimize individual and business portfolios.
Adhering to the highest ethical standards, Calvert takes pride in providing unbiased advice to clients, acting in their best interest, and operating under stringent industry regulations.
He has achieved several prestigious professional designations: Certified Financial Planner™ (CFP®), Certified Exit Planning Advisor (CEPA®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®).
Active in the Financial Planning Association and Society of Financial Service Professionals, Calvert helped establish and taught in the CFP® Certification Program at California State University, Los Angeles. He is also an active member of the MIT AgeLab Longevity Council.
Calvert co-authored “A is for Agenda: The Importance of Good Retirement Plan Governance” in the Journal of Pension Benefits and was named one of the Best-in-State Wealth Advisors by Forbes.
He leads an elite wealth management team dedicated to helping individuals, families, and successful professionals and business owners achieve financial security and multigenerational legacy planning. Beyond his steadfast work in wealth management and insurance services, he is dedicated to positively impacting his community through philanthropic efforts.
Deeply involved in his community, faith, and family, Calvert also enjoys trail running, squash, backpacking, and skiing.
11111 Santa Monica Blvd., Floor 11, Los Angeles, CA 90025
213 243 7137
john.calvert@nm.com
linkedin.com/in/johnrcalvert
sa.nm.com
John R. Calvert III
Partner
Socium Advisors | Northwestern Mutual Wealth Management Company
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Bio
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Profile
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Bio
Milestones
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Bio
Milestones
“The biggest challenge is getting everyone comfortable with the pace that I’m looking for to drive our buildout and growth. How I deal with it is by being open and transparent, and responsive to questions or concerns”
Jack Kuhn
Westfield Specialty
1994
1998
2000
2006
2025
Started career with Northwestern Mutual Wealth Management Company (NMWMC)
1994
Partnered with Mike Trapani, an all-time leading NMWMC Advisor, and bought out Trapani’s share in 2019
1998
Expanded client service to include private client investment management and corporate client retirement plan management
2000
Continued recognition as wealth advisor for one of the top five firms in all of NMWMC
2006
Assets under management: private clients $430 million, retirement plans $380 million
Merged private client business with Socium Advisors, a top firm in all of NMWMC
2025
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Kuhn says, “I would say my career has been one of more of chance and opportunities than a set plan. And it’s interesting how one decision has a ripple effect on putting you on a different path than maybe where you thought you would be.”
He highlights his spell at Endurance as his biggest professional achievement to date.
“It took some time, but we took them from really being viewed as a reinsurance company to being viewed as a global insurance company.”
It’s this type of innovative attitude that is powering Westfield Specialty forward so successfully.
Kuhn explains, “Westfield Specialty and I have been trying to make sure we are opportunistic in the marketplace and that has allowed us to grow profitably and create a broader and more diversified portfolio.”
Part of this has seen the firm acquire the existing Lloyd’s of London Syndicate 1200 in February 2023. It is also Kuhn’s ingenuity that has allowed Westfield Specialty to outperform expectations in challenging market conditions.
“I would say it’s been the understanding that there is a limited window of time. We're in this unique market, we need to be fast and decisive to take advantage of market opportunities before the market begins to move away,” he comments. “Additionally, I'd like to say we move with a lot of speed, but we do it in a thoughtful and methodical approach, not just to be the first.”
However, it has been an intricate process to ensure his team are onboard with his vision. Kuhn places importance of explaining his targets and the blueprint to achieve them.
He adds, “The biggest challenge is getting everyone comfortable with the pace that I’m looking for to drive our buildout and growth. How I deal with it is by being open and transparent, and responsive to questions or concerns. This way, everything gets thoroughly discussed and resolved.”
With almost four decades in the industry, Kuhn has developed methods that have consistently delivered. It is why he has been tasked with so many leadership roles and he intends to maintain his focus on creating more success at Westfield Specialty.
“I think I am and have always tried to be methodical. I look at the big picture yet stay focused on executing the different opportunities or plans that I have in front of me. I don’t get emotional or make emotional decisions.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Kuhn joined Westfield Specialty in the firm’s first year (2021) and has established the company’s presence in the specialty market. By the end of 2023, the firm is expected to surpass $1.3 billion in GWP after writing $300 million in 2021.
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