Jonathan D. Callahan

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

Finance

Consumer Services

Postes actifs de Jonathan D. Callahan

Sociétés	Poste	Début	Fin
The Boston Security Analysts Society, Inc.	Corporate Officer/Principal	-	-

Sociétés	Poste	Début	Fin
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-Fixed Income	-	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

Internationale

Etats-Unis

Opérationnelle

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

Sectorielle

Finance	4
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	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.