Jonathan D. Callahan

Corporate Officer/Principal bei The Boston Security Analysts Society, Inc.

Finance

Consumer Services

Aktive Positionen von Jonathan D. Callahan

Unternehmen	Position	Beginn	Ende
The Boston Security Analysts Society, Inc.	Corporate Officer/Principal	-	-

Unternehmen	Position	Beginn	Ende
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
	Analyst-Festverzinsliche Wertpapiere	-	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	-	-

Hartwick College

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Analyst-Equity	2
Corporate Officer/Principal	2
Analyst-Fixed Income	1

Sektoral

Finance	4
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	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.