Dan Callahan
Chief Investment Officer at Capasso Planning Partners LLC
Profile
Mr. Daniel P.
Callahan, CFA, is a Partner & Chief Investment Officer at Capasso Planning Partners LLC.
He has extensive experience working in all areas financial planning, including retirement planning, investment management, tax planning, estate planning and risk management.
He received his undergraduate degree from the College of Charleston.
Dan Callahan active positions
| Companies | Position | Start |
|---|---|---|
Capasso Planning Partners LLC
 Capasso Planning Partners LLC Investment ManagersFinance Capasso Planning Partners LLC (CPP) is an independent registered investment advisor headquartered in Charleston, South Carolina. The firm was founded by Charles Capasso in 2018. CPP provides advisory services to individual and institutional clients. | Chief Investment Officer | 31/01/2019 |
Training of Dan Callahan
| College of Charleston | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Capasso Planning Partners LLC
Capasso Planning Partners LLC Investment ManagersFinance Capasso Planning Partners LLC (CPP) is an independent registered investment advisor headquartered in Charleston, South Carolina. The firm was founded by Charles Capasso in 2018. CPP provides advisory services to individual and institutional clients. | Finance |
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