Kevin Callahan, CFA

photoSenior Port­fo­lio Manager

Kevin is actively involved in man­ag­ing invest­ment port­fo­lios and client rela­tion­ships for indi­vid­u­als, fam­i­lies, and insti­tu­tional clients. He is also a mem­ber of the Invest­ment Com­mit­tee. He pos­sesses a wealth of invest­ment expe­ri­ence, hav­ing been a port­fo­lio man­ager for over 17 years and an ana­lyst for an addi­tional eight years. He worked at Loomis Sayles & Com­pany, Stan­dish Ayer & Wood Inc., and Cen­tury Cap­i­tal Man­age­ment, LLC.

Kevin is com­mit­ted to pro­mot­ing cor­po­rate prac­tices that sup­port eco­nomic, social, and envi­ron­men­tal jus­tice. An inclu­sive approach, involv­ing all stake­hold­ers, gen­er­ally leads to long-​term, sus­tain­able out­comes that ben­e­fit the over­all community.

Kevin received his BA in Eco­nom­ics and Span­ish from Tufts Uni­ver­sity and an MBA from the Kel­logg School at North­west­ern Uni­ver­sity. He is a mem­ber of the Char­tered Finan­cial Ana­lyst Insti­tute and the Boston Secu­rity Ana­lyst Soci­ety (BSAS). He serves on the board of the Kel­logg Alumni Club of Boston and the New­ton Vil­lage Condo Asso­ci­a­tion in Quechee, VT. He also vol­un­teers at St. Fran­cis House and Year Up Greater Boston (Finan­cial Literacy).

When not work­ing on socially respon­si­ble invest­ments, Kevin and his wife (often joined by their daugh­ter) enjoy spend­ing time in Ver­mont where they can be found bik­ing along coun­try roads, play­ing golf, and enjoy­ing other out­door activities.