About Me

JONATHAN CALLAHAN, CFA 

SUMMARY

 Client-Centric Portfolio Manager - with broad industry experience and deep understanding of investment markets, economic concepts, and the complex inter-relationships that generate excess returns and mitigate portfolio risks.

 Fundamental, Value-Oriented, Investment Analyst - with a consistent record of outperformance driven by a galvanized commitment to the investment process, the conviction to challenge consensus thinking, and a unique ability to synergistically leverage research insights and identify signals that drive outperformance within different industries.

 Solid New Business Development and Relationship Managment Experience - with the empathetic communication skills, strong client-facing presentation abilities, and a genuine fiduciary approach that builds trust and naturally fosters growth in assets under management. Dedicated to creating client experiences that are “beyond expectations”

 Solution-Oriented, Tech-Savvy, Investment Professional - with history of taking on “utility player” roles and having technical skills, investment knowledge, and initiative to implement solutions that help achieve organizational goals and improve effectiveness of investment management and marketing communication processes

CORE COMPETENCIES

Portfolio Management -EquityResearch-AssetAllocation-SRI/Impact InvestingBusiness Development - Relationship Mgmt.-Client Review- Financial Planning Performance Attribution - Consultant-RFP - Newsletter Writing - CRM-Web2.0

  EXPERIENCE

Business Development Associate

Commercial Property Consulting Group
April 2012 – November 2012 (8 months) Madison, CT

Supported marketing/sales efforts of company that specializes in cost segregation, a comprehensive study enabling commercial real estate investors to maximize tax savings by investing in energy efficiency, sustainable development, and general capital improvements. Identification of qualified commercial real estate investors ($10mm) networking, cold calling, and researching appraisal data. Developed relationships with centers of influence - CPA's, Building Contractors, and Commercial Lenders.

Associate Portfolio Manager, Investment AnalystBank of America Merrill Lynch

December 2010 – March 2012 (1 year 4 months)

Performed a multi-dimensional role for a team of advisors on Merrill Lynch's proprietary portfolio management platform. Developed client & prospect relationships, performed various functions such as preparation of investment proposals, retirement planning, cash flow forecasting, and demonstration of investment discipline and process. Made significant enhancements to the existing investment processes, that not only increased the bandwidth of the research infrastructure and made accretive impact on performance. These included implementing a global equity and fixed income valuation tools, earnings quality screening, and CFROI assessments. Also recommended and implemented a proprietary "risk indicator" to our asset allocation process that signifantly reduced the portfolio volatility and preserved client capital during times of market turbulence.

Director, Sr. Investment Analyst
Crestwood Advisors

April 2004 – April 2009 (5 years 1 month)

Hired to institutionalize the firm’s "core-equity" investment discipline, a large-cap value strategy emphasizing valuation, profitability, and earnings quality. Was responsible for the output of investment research team, directed weekly investment committee meetings, had oversight of process, which included: universe screening, fundamental analysis, due diligence, valuation, and security selection. Also evaluated and recommended active and passively managed mutual funds, ETF’s, and other investment vehicles used in our core-satellite strategies. Served on asset allocation committee and was responsible for determining strategic asset class weightings and presenting tactical recommendations based on economic/cyclical indicators and asset class fundamentals. Was lead portfolio manager on several of firm’s largest client relationships and was responsible for the communication of investment strategy to sales team and client base.

Equity Analyst

Evergreen Investments

2000 – 2003 (3 years)

Primarily responsible for coverage of consumer discretionary sector holdings in the small & mid cap universe. Performed all screening, due diligence, recommendations, and maintenance research . Maintained earnings, cash flow, and valuation models on each holding and regularly reported to the investment committee. Extensive participation in meetings with corporate management teams. Some stocks under coverage included: Harley Davidson, Callaway Golf, Fortune Brands, Jack-In-The-Box, Prime Hospitality, Harrah's Casino's, Brunswick, TJ Maxx, Ross Stores, Ocular Sciences, Apogee, American Woodmark, Neilsen Media.

Institutional Marketing Assoc. & Performance Analyst

Evergreen Investments

1998 – 1999 (1 year)

Responsible for all performance calculations, attribution analysis, portfolio commentary, as well as the maintenance of all composites in accordance with AIMR policies Served as the primary liaison to the institutional consultant community & managed all aspects of RFP process.Creation of all client review and new business presentations. Served as the firms primary representative in both Level II AIMR & SEC Audits. Successfully led the integration process between Kaplan and Evergreen as all performance and marketing functions were consolidated within the parent company, reported to most senior level executives at firm

Portfolio Associate

State Street Bank

1997 – 1998 (1 year)

CERTIFICATIONS

Chartered Financial Analyst,  

CFA Institute

August 2004

Series 7 (2011)

Series 66 (2011)