John Callegari, Cfa

John Callegari, Cfa Email and Phone Number

Portfolio Manager at FCI Advisors, Senior Vice President @ FCI Advisors
overland park, kansas, united states
John Callegari, Cfa's Location
Vancouver, Washington, United States, United States
John Callegari, Cfa's Contact Details

John Callegari, Cfa work email

John Callegari, Cfa personal email

n/a

John Callegari, Cfa phone numbers

About John Callegari, Cfa

Where knowledge, experience and trust come together.

John Callegari, Cfa's Current Company Details
FCI Advisors

Fci Advisors

View
Portfolio Manager at FCI Advisors, Senior Vice President
overland park, kansas, united states
Website:
fciadvisors.com
Employees:
76
John Callegari, Cfa Work Experience Details
  • Fci Advisors
    Portfolio Manager
    Fci Advisors Jan 2019 - Present
    Vancouver, Washington
    View
  • Schwab Charitable Foundation
    Vice President
    Schwab Charitable Foundation Dec 2009 - Present
    Vancouver, Washington
    Board MemberInvestment Advisor
  • Mt Angel Abbey
    Finance And Audit Committees
    Mt Angel Abbey Sep 2013 - Present
    Saint Benedict, Oregon
  • Fort Vancouver National Trust
    Finance Committee
    Fort Vancouver National Trust 2007 - Apr 2023
    Vancouver, Washington Usa
    Investment Committee Member
    View
  • Midwest Trust Company
    Investment Strategist
    Midwest Trust Company Apr 2018 - Jan 2019
    Vancouver, Wa
    Where knowledge, experience and trust come together.
    View
  • Cascade Investment Advisors
    Portfolio Manager
    Cascade Investment Advisors Nov 2008 - Apr 2018
    Portland, Oregon Area
    Boutique registered investment advisor manages over $150 million of client assets. Construct and manage portfolio of individual equities and fixed income securities. Develop new business. Perform in-depth investment research using fundamental bottom-up relative value approach complemented by discounted cash flow analysis. Implement tactical decisions. Draft investment policy statements to document client objectives, risk tolerance and asset allocation decisions. Investigate alternative investment opportunities including private real estate, private equity and timberland. Write equity research reports and investment commentary for both internal purposes and clients.
  • Mount Angel Abbey
    Arts & Wine Festival Committee Member
    Mount Angel Abbey Jan 2012 - Jul 2013
    Saint Benedict, Oregon
    Steering Committee
  • First Independent Bank
    Chief Investment Officer
    First Independent Bank Mar 2008 - Nov 2008
    Managed bank's Asset Management Group (AMG). Oversaw $500 of assets under management. Crafted investment policy for Bank's Wealth Management operations. Created overall investment philosophy, strategy and model portfolios - all of which are still in use. Performed investment analysis and implemented tactical decisions. Coordinated communication and activities between AMG and trust officers. Member of Asset/Liability Committee, Pension Commitee, Asset Management Committee and Directors Trust Committee. Fostered community contacts. Penned quarterly commentary.
    View
  • First Independent Bank
    Senior Portfolio Manager
    First Independent Bank Apr 2007 - Mar 2008
    Constructed and managed portfolios of diverse assets. Developed new business. Drafted investment policy statements in coordination with trust officers.
    View
  • Harvest Capital Advisors
    Portfolio Manager
    Harvest Capital Advisors Jan 2005 - Mar 2007
    Established the Vancouver branch of the Bellevue, Washington-based wealth management boutique and generated $50 million of new client assets under management. Based on assessment of client objectives and risk tolerance, constructed and managed portfolios of individual stocks and fixed income securities.
  • Charles Schwab
    Investment Specialist
    Charles Schwab May 2000 - Jan 2005
    Developed new business. Performed portfolio analysis and made investment recommendations. Referred clients to local and national RIAs for custom solutions.
    View

John Callegari, Cfa Skills

Portfolio Management Investments Asset Management Asset Allocation Wealth Management Finance Equities Investment Management Securities Fixed Income

John Callegari, Cfa Education Details

Frequently Asked Questions about John Callegari, Cfa

What company does John Callegari, Cfa work for?

John Callegari, Cfa works for Fci Advisors

What is John Callegari, Cfa's role at the current company?

John Callegari, Cfa's current role is Portfolio Manager at FCI Advisors, Senior Vice President.

What is John Callegari, Cfa's email address?

John Callegari, Cfa's email address is jo****@****ors.com

What is John Callegari, Cfa's direct phone number?

John Callegari, Cfa's direct phone number is +150341*****

What schools did John Callegari, Cfa attend?

John Callegari, Cfa attended Santa Clara University, San Jose State University, Cfa Institute.

What skills is John Callegari, Cfa known for?

John Callegari, Cfa has skills like Portfolio Management, Investments, Asset Management, Asset Allocation, Wealth Management, Finance, Equities, Investment Management, Securities, Fixed Income.

Who are John Callegari, Cfa's colleagues?

John Callegari, Cfa's colleagues are Guy Cooke, Cfa, Meredith Yennerell, Paul Cox, Kelly Johnson, Ben Pearson, Gary Cloud, Cfa, Tyler Underdown.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.