Jim Callahan's Location
Denver, CO, US
Jim Callahan's Work
- Senior Advisor @ Johnson Financial Group, LLC
- Founder and Managing Partner @ Saza Wealth Partners
- Senior Wealth Advisor | Director of Investments @ Shine Investment Advisory Svcs
- Managing Partner | Chief Investment Officer @ Janiczek Wealth Management
- Vice President | Equity Analyst @ BB&T
- Equity Analyst @ Morningstar
- Asst. VP | Portfolio Manager @ Wells Fargo Private Bank
Jim Callahan's Education
- University of Michigan - Stephen M. Ross School of Business
MBA (Finance)
2001 - 2003 - Santa Clara University
BS (Economics)
1991 - 1995
Jim Callahan's Skills
- Alternative Investments
- Portfolio Management
- Investments
- Private Wealth Management
- Asset Management
- Fixed Income
- Asset Allocation
- Equities
- Wealth Management Services
Jim Callahan's Summary
Jim Callahan, based in Denver, CO, US, is currently a Senior Advisor at Johnson Financial Group, LLC, bringing experience from previous roles at Saza Wealth Partners, Shine Wealth Partners, Janiczek® Wealth Management and BB&T. Jim Callahan holds a 2001 - 2003 MBA in Finance @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Alternative Investments, Portfolio Management, Investments, Private Wealth Management, Asset Management and more, Jim Callahan contributes valuable insights to the industry. Jim Callahan has 7 emails and 1 mobile phone number on RocketReach.
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