Ryan Callaghan Cfa, Cfp®, Cipm, Caia

Ryan Callaghan, CFA, CFP®, CIPM, CAIA has extensive work experience in the finance industry. Ryan joined Harbor Group in 2012 as a Paraplanner before transitioning to the role of Financial Planner in 2014. In November 2020, they were promoted to Chief Investment Officer, a position they currently hold. Prior to joining Harbor Group, Ryan worked at Fidelity Investments as a Global Corporate Actions Analyst from 2010 to 2011.

Ryan Callaghan, CFA, CFP®, CIPM, CAIA, obtained their Master's Degree in Financial Planning from Bentley University from 2015 to 2017. Prior to that, they completed their Bachelor's Degree in Business Administration with a focus on Finance at the University of New Hampshire from 2006 to 2009. In addition to their educational background, Ryan also holds various certifications including the CERTIFIED FINANCIAL PLANNER™ Professional designation from the CFP Board, the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute, the Chartered Alternative Investment Analyst (CAIA) designation from the CAIA Association, and the Chartered Financial Analyst (CFA) Charterholder designation from the CFA Institute. Ryan has also obtained the Series 65 certification from the Financial Industry Regulatory Authority.