Bill Callahan

Bill Callahan, CFA, CAIA, currently serves as Senior Managing Director and Sr. Wealth Strategist at Sandro Wealth Management, focusing on collaborating with growth-minded advisors to attract High Net Worth clients through a variety of services beyond traditional investment management. Prior to this role, Bill held positions at Schroders, including Investment Strategist and Key Account Manager, where responsibilities involved driving sales and maintaining assets within investment products in partnership with Hartford Funds. Bill's earlier experience at Merrill Lynch includes serving as a Wealth Management Product Specialist and Relationship Manager, managing investment initiatives and fostering partnerships with investment management firms. Bill holds an MBA from Columbia Business School and degrees in International Business and Finance, as well as German from Mississippi State University, complemented by studies at the Goethe Institute in Munich.