Dan Callahan
Chief Investment Officer at Capasso Planning Partners LLC
Network origin in Dan Callahan first degree
Entity | Entity type | Industry | |
---|---|---|---|
College of Charleston
28
| College/University | Other Consumer Services | 28 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dan Callahan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Basswood Capital Management LLC
Basswood Capital Management LLC Investment ManagersFinance Basswood Capital Management LLC (Basswood) is a registered independent hedge fund management firm headquartered in New York City. The firm was founded by Matthew Lindenbaum and Bennett Lindenbaum in 1998. Basswood serves as investment adviser to a number of private investment funds and separately managed accounts.. | Investment Managers | Public Communications Contact | |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
EATON VANCE CORP. | Investment Managers | Director/Board Member | |
Washington University in St. Louis | College/University | Graduate Degree | |
Fir Tree Capital Management LP
Fir Tree Capital Management LP Investment ManagersFinance Fir Tree Capital Management LP, do-business-as Fir Tree Partners (Fir Tree), is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Jeffery Tannenbaum in 1994 and formerly known as Fir Tree, Inc. They are a subsidiary of FTCM GP LLC. Fir Tree manages assets on behalf of endowments, foundations, pension funds and sovereign wealth funds. | Investment Managers | Corporate Officer/Principal | |
Cantor Fitzgerald & Co.
Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market. | Investment Banks/Brokers | Corporate Officer/Principal | |
FIG Partners LLC
FIG Partners LLC Investment Banks/BrokersFinance Founded in 2003, FIG Partners LLC is a broker/dealer specializing in mid- and small-cap bank and thrift stocks. They strive to generate superior returns for institutions and high net-worth individuals through integrated trading, sales and research. They are employee-owned. FIG Partners is a member of the NASD and the SIPC. They are located in Atlanta, Georgia. | Investment Banks/Brokers | Analyst-Equity | |
TD Securities (USA) LLC
TD Securities (USA) LLC Investment Banks/BrokersFinance Founded in 2004, TD Securities (USA) LLC is a broker/dealer located in New York City with additional offices in Toronto, Montreal, Calgary, Vancouver, London, Singapore, Tokyo and Sydney. The firm is a subsidiary of Toronto Dominion Holdings (USA), Inc. and their ultimate parent is Toronto-Dominion Bank (NYSE: TD). TD Securities (USA) provides a wide range of capital market products and services to corporate, government and institutional clients in five areas of finance including: investment banking, debt capital markets, institutional equities, foreign exchange and money markets. Their services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The equity group provides research coverage of media and communications, technology, financial services, oil and gas, mining and metals, industrial products, forest products, technology, utilities and power, real estate, biotechnology, consumer products and merchandising and quantitative analysis strategy. The fixed-income group provides a full range of underwriting sales and trading products for Canadian, U.S. and European debt issuers and investors. | Investment Banks/Brokers | Market Strategist | |
Proffitt & Goodson, Inc.
Proffitt & Goodson, Inc. Investment ManagersFinance Proffitt & Goodson, Inc. (ProffittGoodson) is an independent financial planning and wealth management firm headquartered in Knoxville, Tennessee. The firm was founded by Jim Proffitt and David Goodson in 1986. ProffittGoodson develops customized investment solutions for families, endowments, high-net-worth investors, and foundations. | Investment Managers | Compliance Officer | |
Security Investors LLC
Security Investors LLC Investment ManagersFinance Security Investors LLC (dba Guggenheim Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Rydex Holdings LLC, ultimately held by Guggenheim Partners LLC. Security Investors provides investment advisory services to separately managed accounts (SMAs) and pooled investment vehicles that are registered as investment companies. They focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors. | Investment Managers | Corporate Officer/Principal | |
EMPIRE STATE REALTY TRUST, INC. | Real Estate Investment Trusts | Public Communications Contact | |
Stifel, Nicolaus & Co., Inc.
Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Analyst-Equity Analyst-Equity | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
University of Louisiana at Lafayette | College/University | Graduate Degree | |
Cliffwater LLC
Cliffwater LLC Investment ManagersFinance Cliffwater LLC is a SEC-registered investment advisor and holding firm headquartered in Marina del Rey, California. The firm was founded by Stephen L. Nesbitt in 2004 and serves as the investment adviser to corporate and public pension plans, endowments and foundations, financial institutions, investment advisers, other business entities, trusts, family offices, high net worth individuals and pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
Georgia Institute of Technology | College/University | Masters Business Admin | |
Federal Home Loan Bank of Atlanta
Federal Home Loan Bank of Atlanta Finance/Rental/LeasingFinance Federal Home Loan Bank of Atlanta provides financing, community development grants and other banking services. It offers credit products, including advances, such as adjustable rate credit, fixed rate credit, and daily rate credit advances, as well as callable, hybrid, convertible, capped and floored, and expander advances; and irrevocable standby letters of credit. The company also provides community investment services, such as Affordable Housing Program, which provides direct subsidy funds or subsidized advances to members to support the financing of rental and for-sale housing for very low and moderate-income individuals and families. The company was founded in 1932 and is headquartered in Atlanta, GA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Johnson Rice & Co. LLC
Johnson Rice & Co. LLC Investment Banks/BrokersFinance Founded in 1987, Johnson Rice & Co. LLC is an institutional research and brokerage firm located in New Orleans, Louisiana. In 1991, the firm began offering investment banking services. Johnson Rice & Co. focuses primarily on the energy and specialty retail sectors | Investment Banks/Brokers | Analyst-Equity | |
Galtney Capital LLC
Galtney Capital LLC Investment ManagersFinance Galtney Capital LLC (Galtney Partners) is a private equity firm founded in 2016. The firm is headquartered in Houston, Texas. | Investment Managers | Private Equity Investor | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Fixed Income | |
New Century Advisors LLC
New Century Advisors LLC Investment ManagersFinance New Century Advisors LLC (NCA) is an independent, SEC-registered investment advisor headquartered in Chevy Chase, Maryland. The firm was founded in 2002 by Ellen B. Safir. NCA provides investment advice to banking or thrift institutions, corporate and state pension and profit-sharing plans, charitable organizations, universities, private funds as well as high net-worth individuals and wrap fee accounts. | Investment Managers | Analyst-Fixed Income | |
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
Blackrock, Inc. /Real Estate/
Blackrock, Inc. /Real Estate/ Investment ManagersFinance Blackrock, Inc. /Real Estate/ (Blackrock) is a private equity subsidiary of BlackRock, Inc founded in 2016. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
Notley Ventures LLC
Notley Ventures LLC Miscellaneous Commercial ServicesCommercial Services Notley Ventures LLC provides business development services. The private company is based in Austin, TX. The company was founded by Daniel A. Graham. | Miscellaneous Commercial Services | Founder | |
Colgate University | College/University | Undergraduate Degree | |
The University of Texas School of Law | College/University | Graduate Degree | |
Allocations Inc.
Allocations Inc. Investment ManagersFinance Allocations Inc. is a fund administrator that supports emerging fund managers and provides investment opportunities in companies that are driving change. The company is based in Miami, FL and has subsidiaries in the United States. The platform has facilitated investments in companies such as SpaceX, Axiom Space, and Udemy. Allocations has also supported early-stage funding for innovative companies tackling pressing challenges, including cancer, pollution, and sustainable meat production. The company was founded in 2019 by Kingsley Advani, who has been the CEO since 2019. | Investment Managers | Corporate Officer/Principal | |
500 Startups Management Co LLC
500 Startups Management Co LLC Investment ManagersFinance 500 Startups Management Co LLC (500 Startups) is a venture capital firm founded in 2008 by Dave McClure and Christine Tsai. The firm is headquartered in San Francisco, California. | Investment Managers | Corporate Officer/Principal | |
London Business School | College/University | Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin | |
BlackRock Property Europe Ltd.
BlackRock Property Europe Ltd. Investment ManagersFinance Macquarie Global Property Advisors Ltd. (MGPA-UK) is the London office of MGPA, a private equity fund management company which is majority-owned by management. The Australian investment bank and fund manager Macquarie Bank (SY: MBL) holds the balance of ownership interest. Founded in 2004 through a joint venture between Ochtar Capital Partners and Macquarie Property, MGPA is headquartered in Bermuda with activities across Europe and Asia. The firm has offices in the UK, France, Germany and Luxembourg, as well as in Japan, China, Hong Kong, Korea, Malaysia and Singapore. MGPA specializes in real estate and aims to combine local expertise with global perspective. The firm manages real estate funds and investment partnerships as well as discretionary accounts. They also tailor joint ventures and co-investment deals to suit their clients' requirements. Their clientele includes institutions worldwide. | Investment Managers | Private Equity Investor | |
RBC Capital Markets LLC (Investment Management)
RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Investment Managers | Corporate Officer/Principal | |
Exos Financial LLC
Exos Financial LLC Packaged SoftwareTechnology Services Exos Financial LLC develops an institutional finance platform. The company is based in New York, NY and has subsidiaries in Cayman Islands and United States. The company was founded in 2018 by Brady William Dougan and he has been the CEO since 2018. | Packaged Software | Private Equity Investor | |
SOSV Ltd.
SOSV Ltd. Investment ManagersFinance Sosv Ltd (Sosv) is a multi-stage venture capital and accelerator firm founded by Sean O’Sullivan in 1994. The firm is headquartered in Ireland with an additional offices in Luxembourg, USA, Hong Kong and China. | Investment Managers | Private Equity Investor | |
The Citadel, The Military College of South Carolina | College/University | Undergraduate Degree | |
Gridiron Capital LLC
Gridiron Capital LLC Investment ManagersFinance Gridiron Capital LLC (Gridiron Capital) is a private equity firm in founded 2005 by Thomas Burger and Eugene Conese. The firm headquartered in CT. | Investment Managers | Comptroller/Controller/Auditor | |
Orchard App, Inc.
Orchard App, Inc. Investment ManagersFinance Orchard App, Inc. provides investment advice. The firm provides products and services to investors that enable to understand, access, and execute online lending investments, including market data and reporting and analytics. The company was founded by Matt Burton, Jonathan Kelfer, David Snitkof and Angela Ceresnie in 2013 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Nacho Eats Corp.
Nacho Eats Corp. Food: Specialty/CandyConsumer Non-Durables Nacho Eats Corp. is a company that specializes in crafting cat food with flavor-packed meals that support the health needs of felines everywhere. The company is based in the USA and uses the finest locally sourced ingredients to ensure that every recipe delivers great taste and total cat-specific nutrition. The company is based in New York, NY. The company's recipes are backed by a team of cat lovers, including a parent, chef, expert veterinarian, and leading nutritionists. The company offers a variety of flavor combinations and promise to serve a nutritional purpose. Nacho Eats also offers catnip that brings a little spice to your cat's day and helps indoor cats release their energy. The company was founded in 2019 by Bobby Flay, Nacho Flay, and Elly Truesdell. Tom Morton has been the CEO of the company since 2023. | Food: Specialty/Candy | Corporate Officer/Principal | |
Almanac Management LLC
Almanac Management LLC Investment ManagersFinance Almanac Management LLC (Almanac Management) is a venture capital firm founded in 2018 by David Barber. The firm is headquartered in New York. | Investment Managers | Private Equity Investor |
Statistics
International
United States | 41 |
United Kingdom | 3 |
Ireland | 2 |
Sectoral
Finance | 32 |
Consumer Services | 9 |
Miscellaneous | 2 |
Commercial Services | 2 |
Technology Services | 2 |
Operational
Corporate Officer/Principal | 37 |
Undergraduate Degree | 27 |
Director/Board Member | 17 |
Analyst-Equity | 17 |
Private Equity Investor | 7 |
Most connected contacts
- Stock Market
- Insiders
- Dan Callahan
- Company connections