About James Callahan, CFP®, CFA®
Jim B. Callahan is a 25-year veteran of the investment and wealth management industry. He previously served as the Managing Partner and Chief Investment Officer of a $500 million wealth management firm in Denver, CO.
Jim holds a Bachelor’s degree in Economics from Santa Clara University and an MBA from the University of Michigan’s Ross School of Business. He is a Certified Financial Analyst (CFA®) charter holder and a Certified Financial Planner (CFP®) professional.