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» Back to Our Team page Jonathan D. Callahan, CFA - Director 
Prior to joining Crestwood Advisors LLC, Jonathan 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. Jonathan provided broad research coverage with a particular emphasis on consumer-related stocks. Additionally, Jonathan worked as a liaison between the firm and the institutional consultant community.
Jonathan began his career at State Street Bank and Trust after graduating from Hartwick College, with a B.A. in Management. Jonathan holds the Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society. Jonathan can be reached via email at jcallahan@crestwoodadvisors.com |
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