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Share
Jonathan Callahan,CFA
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Degrees
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Chartered Financial Analyst; Bachelors Degree, Finance & Accounting, Hartwick College
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My Expert Service
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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 and implement appropriate asset allocation strategies that generate excess return while controlling clients risk exposures
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Experience & Qualifications
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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
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews
(Read all 3 reviews)
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by
kdh5281
on
Jun 19 2009
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by
kdh5281
on
May 11 2009
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As always, this expert does a fantastic job...and he answers emergency calls on the weekend! I could'nt ask for a better expert!
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by
kdh5281
on
Apr 9 2009
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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.
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(Read all 3 reviews)
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Contact
Jonathan Callahan,CFA
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