Dan Callahan
Direttore degli Investimenti presso Capasso Planning Partners LLC
Profilo
Mr. Daniel P.
Callahan, CFA, is a Partner & Chief Investment Officer at Capasso Planning Partners LLC.
He has extensive experience working in all areas financial planning, including retirement planning, investment management, tax planning, estate planning and risk management.
He received his undergraduate degree from the College of Charleston.
Posizioni attive di Dan Callahan
| Società | Posizione | Inizio |
|---|---|---|
Capasso Planning Partners LLC
 Capasso Planning Partners LLC Investment ManagersFinance Capasso Planning Partners LLC (CPP) is an independent registered investment advisor headquartered in Charleston, South Carolina. The firm was founded by Charles Capasso in 2018. CPP provides advisory services to individual and institutional clients. | Direttore degli Investimenti | 01/02/2019 |
Formazione di Dan Callahan
| College of Charleston | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
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Società collegate
| Aziende private | 1 |
|---|---|
Capasso Planning Partners LLC
Capasso Planning Partners LLC Investment ManagersFinance Capasso Planning Partners LLC (CPP) is an independent registered investment advisor headquartered in Charleston, South Carolina. The firm was founded by Charles Capasso in 2018. CPP provides advisory services to individual and institutional clients. | Finance |
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