Jonathan D. Callahan
Corporate Officer/Principal at The Boston Security Analysts Society, Inc.
Profile
Prior to joining Crestwood Advisors LLC, Mr. Callahan was an equity research analyst at J.L.
Kaplan Associates, a Boston-based institutional investment management company owned by Wachovia Corporation.
During his tenure there he was responsible for originating, researching and recommending equity investments consistent with the firm’s strict value investment discipline.
Mr. Callahan provided broad research coverage with a particular emphasis on consumer-related stocks.
Additionally, he worked as a liaison between the firm and the institutional consultant community.
Mr. Callahan began his career at State Street Bank and Trust after graduating from Hartwick College, with a B.A.
in Management.
He holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society.
Jonathan D. Callahan active positions
| Companies | Position | Start |
|---|---|---|
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - |
Former positions of Jonathan D. Callahan
| Companies | Position | End |
|---|---|---|
Crestwood Advisors LLC
 Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Analyst-Equity | 28/02/2009 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
J. L. Kaplan Associates LLC
 J. L. Kaplan Associates LLC Investment ManagersFinance Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB | Analyst-Equity | - |
Training of Jonathan D. Callahan
| Hartwick College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Crestwood Advisors LLC
Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Finance |
J. L. Kaplan Associates LLC
J. L. Kaplan Associates LLC Investment ManagersFinance Founded in 1976, Boston-based J.L. Kaplan Associates LLC is a subsidiary of Evergreen Investments. The manage assets for individuals and high net worth individuals. Evergreen is the asset management division of Wachovia Corp. (NYSE: WB | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
| The Boston Security Analysts Society, Inc. |
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