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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 Provides child and youth care services | Directeur/Membre du Conseil | - |
The Overlake School
 The Overlake School Other Consumer ServicesConsumer Services The Overlake School is an independent, coeducational institution serving approximately 575 students in grades 5-12. The private company is based in Redmond, WA. The school emphasizes small classes, strong faculty-student relationships, and a supportive community that fosters inclusivity and diversity. Its college-preparatory curriculum integrates foundational skills with advanced, interdisciplinary learning, and includes experiential education components such as project week, service learning, outdoor adventure trips, and international travel. The school offers wellness support through counseling services and tailored learning support, and encourages exploration through student-led clubs, competitive teams, arts, athletics, and technology initiatives. Community events and enrichment opportunities include summer reading programs, summer camps, and contests. The campus’s natural setting enhances experiential learning and personal discovery. Founded in 1967, it provides a student-centered education that balances academics with well-being, creativity, and personal growth. | Corporate Officer/Principal | - |
Bertschi School
 Bertschi School Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Badgley, Phelps & Bell, Inc.
 Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Président | - |
Formation de Kevin Callaghan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
16
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Badgley, Phelps & Bell, Inc.
Badgley, Phelps & Bell, Inc. Investment ManagersFinance BPWM’s investment strategies encompass equity only, fixed income only and balanced portfolio management. Their investment policy committee oversees the firm’s investment strategies by determining the allocation of the investments to each asset class and the underlying investment styles. The firm’s equity management uses different equity styles which are managed by a team of research analysts within their firm that is responsible for stock selection and industry and sector weighting of the equity models. BPWM uses bonds in client portfolios to meet capital preservation, income and principal stability goals. Once investment objectives and constraints have been established, they select high quality bonds and focus on intermediate-term maturities in an effort to reduce market risk and maximize total return. The firm uses alternative investment securities to further diversify client portfolios. Their balanced management strategy combines their equity, fixed income, alternative and cash investment management methodologies. | Finance |
University of Puget Sound
 University of Puget Sound Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United Way of Massachusetts Bay & Merrimack Valley
United Way of Massachusetts Bay & Merrimack Valley Services to the Health IndustryHealth Services Provides child and youth care services | Health Services |
The Overlake School
The Overlake School Other Consumer ServicesConsumer Services The Overlake School is an independent, coeducational institution serving approximately 575 students in grades 5-12. The private company is based in Redmond, WA. The school emphasizes small classes, strong faculty-student relationships, and a supportive community that fosters inclusivity and diversity. Its college-preparatory curriculum integrates foundational skills with advanced, interdisciplinary learning, and includes experiential education components such as project week, service learning, outdoor adventure trips, and international travel. The school offers wellness support through counseling services and tailored learning support, and encourages exploration through student-led clubs, competitive teams, arts, athletics, and technology initiatives. Community events and enrichment opportunities include summer reading programs, summer camps, and contests. The campus’s natural setting enhances experiential learning and personal discovery. Founded in 1967, it provides a student-centered education that balances academics with well-being, creativity, and personal growth. | Consumer Services |
Bertschi School
Bertschi School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
