Profil
James Blair Callahan worked as a Managing Director of Investments & CIO at JJJ Advisors, Inc. (Old) from 2010 to 2019.
Prior to that, he worked as an Equity Analyst at Sterling Capital Management LLC and BB&T Asset Management, Inc. Mr. Callahan received his undergraduate degree from Santa Clara University in 1995 and his MBA from the University of Michigan in 2003.
Anciens postes connus de James Blair Callahan
| Sociétés | Poste | Fin |
|---|---|---|
JJJ Advisors, Inc. (Old)
 JJJ Advisors, Inc. (Old) Investment ManagersFinance JJJ Advisors, Inc. is an independent wealth management firm and SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Joseph J. Janiczek in 1990. It offers investment advisory, financial advisory/planning, retirement advisory/planning, business advisory/planning and wealth management related services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Directeur en chef des Investissements | 01/04/2019 |
BB&T Asset Management, Inc.
 BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Analyst-Equity | 30/09/2010 |
Sterling Capital Management LLC
 Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses. | Analyst-Equity | - |
Formation de James Blair Callahan
| Santa Clara University | Undergraduate Degree |
| University of Michigan | Masters Business Admin |
Expériences
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| Entreprise privées | 3 |
|---|---|
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses. | Finance |
BB&T Asset Management, Inc.
BB&T Asset Management, Inc. Investment ManagersFinance Founded in 2000, BB&T Asset Management, Inc. is a registered investment advisor headquartered n Raleigh, North Carolina. The firm is a wholly owned subsidiary of BB&T Corporation (NYSE: BBT). BB&T Asset Management's clients include corporations, institutions, endowments, foundations, employee benefit and retirement plans, governmental entities, wealthy families and individuals. The firm manages separate client-focused equity, fixed-income and balanced portfolios. They also manage a variety of mutual funds. | Finance |
JJJ Advisors, Inc. (Old)
JJJ Advisors, Inc. (Old) Investment ManagersFinance JJJ Advisors, Inc. is an independent wealth management firm and SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Joseph J. Janiczek in 1990. It offers investment advisory, financial advisory/planning, retirement advisory/planning, business advisory/planning and wealth management related services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
