William Callahan Email and Phone Number
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William Callahan personal email
William Callahan phone numbers
An experienced finance and technology leader and the founder and CEO of aVenture, a venture capital research platform that brings data insights to inform better investment decisions. My mission is to democratize access to quality VC data and empower investors to make smarter and more informed choices.
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FounderAventure (Techstars '23)California, United States
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Founder, CeoAventure Oct 2022 - PresentSan Francisco, California, UsaVenture is a venture capital research platform, bringing data insights to inform better investment decisions.With aVenture, you can research startup companies, investors, and their key leadership to evaluate potential deals, market size, traction, competitive landscape, and more. aVenture's data confidence tools help you evaluate the insights already available and measure their accuracy.Currently in public Alpha, launching in 2024. -
AdvisorSeekinvest Jan 2021 - PresentSeekInvest is a fintech solution that makes it possible for investors to have their portfolio match their personal values. -
Founding MemberHampton Dec 2022 - Jan 2024New York, Ny, UsHampton is a business network for high-growth founders to talk, collaborate, and think about their businesses together. -
Founder, CeoCallahan Financial Planning Feb 2010 - Jan 2022Omaha, Nebraska, UsCallahan Financial Planning is a tech-enabled independent financial planning and investment management firm for families, commonly described as a multi-family office. Because the firm is not owned by or affiliated with any bank, brokerage, or insurance company, it's able to offer conflict-free advice that is based solely on what is best for the families.By providing fee-only advice, Callahan Financial Planning can steer clear of the ethical conflicts of interest that arise from traditional, commission-based financial advice. The firm has offices in 3 states: California (San Francisco, San Rafael, Mill Valley, Palo Alto, Burlingame), Nebraska (Omaha and Lincoln), and Colorado (Denver). -
Business Unit PresidentTs Banking Group 2021 - 2022Treynor, Ia, UsThe firm I founded, Callahan Financial Planning, was acquired by and became a unit of TS Banking Group in 2021.Callahan Financial Planning, a fee-only high net worth financial planning and investment advisory firm, combined certain back-office functions with related units: TS Prosperity Group (trustee, estate management, investment advice) and Collins Consulting (tax planning and preparation) while continuing to specialize in direct financial advice to individuals and families under the trusted fiduciary model of fee-only advice. -
Board Member, TreasurerMutual 1St Federal Credit Union Jan 2020 - Mar 2021Omaha, Ne, UsAdvised the credit union as a regulated financial institution on asset/liability management, product and pricing strategy, operations, location expansion, and other duties. -
AdvisorMorningstar Apr 2015 - Jan 2020Chicago, Il, UsAdvised and worked with Morningstar leadership on strategy for investment research products. -
PilgrimCamino De Santiago Sep 2019 - Nov 2019Santiago De Compostella, EsI walked a delightful 1,000km journey from France to the Spanish coastline alongside other pilgrims in their journey along the Camino de Santiago.
William Callahan Skills
William Callahan Education Details
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Creighton UniversityInvestment Management And Financial Analysis (Mimfa/Msapm) -
Creighton UniversityMaster Of Business Administration (M.B.A.)
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University Of Nebraska At OmahaInvestment Science & Portfolio Management
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Nyu School Of Professional StudiesFamily And Institutional Financial Planning
Frequently Asked Questions about William Callahan
What company does William Callahan work for?
William Callahan works for Aventure (Techstars '23)
What is William Callahan's role at the current company?
William Callahan's current role is Founder.
What is William Callahan's email address?
William Callahan's email address is wi****@****ing.com
What is William Callahan's direct phone number?
William Callahan's direct phone number is +140234*****
What schools did William Callahan attend?
William Callahan attended Creighton University, Creighton University, University Of Nebraska At Omaha, Nyu School Of Professional Studies.
What are some of William Callahan's interests?
William Callahan has interest in Science And Technology, Social Services, Education.
What skills is William Callahan known for?
William Callahan has skills like Certified Financial Planner, Chartered Financial Analyst, Financial Planning, Retirement Planning, Estate Planning, Investment Management, Independent Financial Advice, Wealth Management, Registered Investment Advisor.
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