John Callegari, CFA is a highly experienced Portfolio Manager with a background in finance and investment management. John has held various roles at multiple companies such as FCI Advisors, Schwab Charitable Foundation, and Midwest Trust Company. John's expertise includes constructing and managing diverse portfolios, developing new business, and overseeing significant assets under management. John is also involved in various committees and organizations, showcasing their commitment to the finance industry. John's educational background includes a B.S. in Biology from Santa Clara University and a Chartered Financial Analyst degree from the CFA Institute.
Current role
Senior Vice President, Portfolio Manager at Ariel Investments
Senior Vice President, Portfolio Manager at ServisFirst Bank
Senior Vice President, Portfolio Manager at Diversified Trust
Senior Vice President, Portfolio Manager at D.A. Davidson & Co.
Senior Vice President, Portfolio Manager at D.A. Davidson & Co.