Jim Callahan, is one of CorePath Wealth Partners two CFA relationships. He serves CorePath Wealth Partners through our exclusive sub-advisor agreement with Janiczek Wealth Management. He has over 20 years of experience in the investment industry. In addition to the current role as subadvisor, Jim also has 7 years in equity research with a team managing $1.4 billion for an institutional asset management firm.
Jim has a Bachelor of Science degree in Economics from Santa Clara University and earned a Masters of Business Administration from the University of Michigan’s Ross School of Business. He has earned the designation of Chartered Financial Analyst (CFA).