Profil
Mr. James K.
Callaghan is Chairman & Wealth Manager at Badgley, Phelps & Bell, Inc. He joined the firm in 1983 and has extensive wealth management experience working with estates, trusts, family partnerships and other topics relating to wealth management in a complex taxable environment.
Mr. Callaghan remained committed to providing clients the highest level of service and knowledge of the investment landscape in order to help them navigate what has become a very complex global economic environment.
Mr. Callaghan also served on the board at Bertschi School, The Overlake School and United Way of Massachusetts Bay & Merrimack Valley.
He received his Bachelor of Arts degree from the University of Puget Sound.
Anciens postes connus de Kevin Callaghan
| Sociétés | Poste | Fin |
|---|---|---|
United Way of Massachusetts Bay & Merrimack Valley
 United Way of Massachusetts Bay & Merrimack Valley Services to the Health IndustryHealth Services United Way aligns a network of more than 200 independent health and human service under the set of community goals. ' Children will be nurtured and enter school ready to learn. ' Youth will have adult guidance and positive options for the future. ' Families will have safe permanent homes, and the skills and opportunities to build better futures. To ensure that it is truly a unified effort, United Way also draws on its history and reputation to forge groundbreaking partnerships with government, business and other foundations. Working with key partners, they facilitate the mutual exchange of research and best practices, so that proven strategies shape their work and the work of all nonprofits in the region. | Directeur/Membre du Conseil | - |
| The Overlake School | Corporate Officer/Principal | - |
| Bertschi School | Corporate Officer/Principal | - |
Badgley, Phelps & Bell, Inc.
 Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Président | - |
Formation de Kevin Callaghan
| University of Puget Sound | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance Badgley, Phelps and Bell, Inc. is an independent wealth management firm and registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1966 and does business as Badgley Phelps Wealth Managers (BPWM). BPWM provides personalized wealth and investment management services to individuals and families, and investment management services to corporations, retirement plans, endowments and foundations. | Finance |
| The Overlake School | |
United Way of Massachusetts Bay & Merrimack Valley
United Way of Massachusetts Bay & Merrimack Valley Services to the Health IndustryHealth Services United Way aligns a network of more than 200 independent health and human service under the set of community goals. ' Children will be nurtured and enter school ready to learn. ' Youth will have adult guidance and positive options for the future. ' Families will have safe permanent homes, and the skills and opportunities to build better futures. To ensure that it is truly a unified effort, United Way also draws on its history and reputation to forge groundbreaking partnerships with government, business and other foundations. Working with key partners, they facilitate the mutual exchange of research and best practices, so that proven strategies shape their work and the work of all nonprofits in the region. | Health Services |
