Profilo
John David Callegari worked as a Portfolio Manager at Cascade Investment Advisors, Inc. from 2008 to 2018.
Prior to that, he was the Chief Investment Officer at First Independent Bank (Vancouver, Washington) and a Principal at Harvest Capital Management, Inc. Callegari received his undergraduate degree from Santa Clara University in 1995.
Precedenti posizioni note di John David Callegari
| Società | Posizione | Fine |
|---|---|---|
Cascade Investment Advisors, Inc.
 Cascade Investment Advisors, Inc. Investment ManagersFinance Cascade Investment Advisors, Inc. (CIA) is an independent, SEC-registered investment advisor headquartered in Oregon City, Oregon. The firm was founded by Michelle H. Rand in 1997. CIA provides customized solutions for ultra-wealthy investors. | Gestore di Portafoglio-Azioni | - |
Harvest Capital Management, Inc.
 Harvest Capital Management, Inc. Investment ManagersFinance Founded in 1995 by Marshall Rowe, Harvest Capital Management, Inc. is a wealth management firm and registered investment advisor located in Concord, New Hampshire. The firm specializes in managing portfolios for high net-worth individuals. | Corporate Officer/Principal | - |
First Independent Bank (Vancouver, Washington)
 First Independent Bank (Vancouver, Washington) Regional BanksFinance A full service community bank with assets of nearly $1 billion, First Independent serves SW Washington and Portland residents and businesses from 11 branches and offices in the region and a variety of online and mobile banking services. Headquartered in Vancouver, WA, with a long tradition of supporting local community organizations, First Independent celebrated its 100th anniversary in 2010. | Direttore degli Investimenti | - |
Formazione di John David Callegari
| Santa Clara University | 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
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Cascade Investment Advisors, Inc.
Cascade Investment Advisors, Inc. Investment ManagersFinance Cascade Investment Advisors, Inc. (CIA) is an independent, SEC-registered investment advisor headquartered in Oregon City, Oregon. The firm was founded by Michelle H. Rand in 1997. CIA provides customized solutions for ultra-wealthy investors. | Finance |
First Independent Bank (Vancouver, Washington)
First Independent Bank (Vancouver, Washington) Regional BanksFinance A full service community bank with assets of nearly $1 billion, First Independent serves SW Washington and Portland residents and businesses from 11 branches and offices in the region and a variety of online and mobile banking services. Headquartered in Vancouver, WA, with a long tradition of supporting local community organizations, First Independent celebrated its 100th anniversary in 2010. | Finance |
Harvest Capital Management, Inc.
Harvest Capital Management, Inc. Investment ManagersFinance Founded in 1995 by Marshall Rowe, Harvest Capital Management, Inc. is a wealth management firm and registered investment advisor located in Concord, New Hampshire. The firm specializes in managing portfolios for high net-worth individuals. | Finance |
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