Dan Callahan

Chief Investment Officer bij

Capasso Planning Partners LLC

Consumer Services

Finance

Profiel

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.

Actieve functies van Dan Callahan

Bedrijven	Functie	Begin
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.	Chief Investment Officer	01-02-2019

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Bedrijven in privébezit	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