Jonathan Callahan,CFA
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Jonathan Callahan,CFA

Expert in: Financial Planning    
Rating: (Read all 3 reviews)
Languages: English
Chartered Financial Analyst with over 12 years of experience creating value for institutional & high net worth clients. Particular expertise asset allocation & equity research
Chat / Phone: $3.00 per minute (Convert currency)
Email: Comprehensive Portfolio Review $300 Optimal Asset Allocation $200 Individual E... (Convert currency)

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Other Specialties
Investment
Stocks & Bonds
Mutual Funds
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Degrees

Chartered Financial Analyst; Bachelors Degree, Finance & Accounting, Hartwick College

My Expert Service

Fundamentally driven, value-oriented Portfolio Manager & Investment Analyst with a proven stock selection ability as well as the ability to solve complex problems and identify & implement appropriate asset allocation strategies that generate excess return while controlling clients risk exposures

Experience & Qualifications

Crestwood Advisors, Boston, MA -Director & Portfolio Manager -Investment Analyst Evergreen Investments (Wachovia), Boston, MA -Consumer Analyst -Lodging, Gaming, & Restaurant Analyst J.L. Kaplan Associates -Small Cap Value Team -Jr. Analyst, Generalist

Available Modes Of Communication

email/chat

Most Recent Client Reviews   

(Read all 3 reviews)
by kdh5281 on Jun 19 2009
by kdh5281 on May 11 2009
As always, this expert does a fantastic job...and he answers emergency calls on the weekend! I could'nt ask for a better expert!
by kdh5281 on Apr 9 2009
WOW! This expert is extremely knowledgeable, efficient and very precise. My assignment was completed prior to the deadline and with such great detail. He also made himself available should I have any questions. Hire, Hire, Hire! I know I will.
(Read all 3 reviews)

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