![Dan Callahan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 is a graduate of the College of Charleston, where he earned his Bachelors degree in Business Administration with a concentration in Finance.
Posizioni attive di Dan Callahan
| Società | Posizione | Inizio |
|---|---|---|
Capasso Planning Partners LLC
 Capasso Planning Partners LLC Investment ManagersFinance CPP offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. | Direttore degli Investimenti | 01/02/2019 |
Formazione di Dan Callahan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
17
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
College of Charleston
 College of Charleston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Capasso Planning Partners LLC
Capasso Planning Partners LLC Investment ManagersFinance CPP offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. | Finance |
