Portfolio Manager Project
Resume:
EXPERIENCE
PORTFOLIO MANAGER / PRINCIPAL INVESTMENT STRATEGIST JULY 2019 - PRESENT
At Beacon Financial Group, I personally established a new line of business from the ‘ground floor’ for RIA firm which has currently added over $100,000 +of additional advisory fees per annum. Aggregate account returns have out-performing major stock indices last two years. Actively trading equities and fixed income securities for HNW clients. I utilize strategies to maximize portfolio ‘upside’ while limiting downside exposure. Experienced portfolio manager who customizes each client’s tolerance towards risk to investments & overall financial goals. My growth-oriented clients’ portfolios have exceeded S&P 500 returns by hundreds of basis points using a combination of ‘active/passive’ investments. More conservative clients’ portfolios are budgeted to the amount of risk and emphasize income. Strategy uses individual stocks/bonds and ETF’s. Rely upon extensive use of Bloomberg and beginner in Python. In conjunction I direct a 401(k) MEAP program for multiple companies.
PORTFOLIO MANAGER / DIRECTOR OF INVESTMENT PORTFOLIOS MAY 2015 – JULY 2019
At Capitol Securities Management I developed equity investment Strategies and financial plans for firm’s RIA designed to expand AUM and advisory revenue from predominately existing fixed income portfolios. Actively traded fixed income and equities on daily basis. Personally developed market commentaries for social media outlets. Personally managed $50 million of AUM worth of investment portfolios for HNW clients and developed financial plans.
CHAIRMAN / GATEWAY REGIONAL CHAMBER OF COMMERCE JUNE ’14 – JUNE ‘20
Chaired Gateway Regional Chamber of Commerce founded by John D. Rockefeller. Great organization to generate new clients. The Gateway brings NJ and National businesses together with gov’t. officials. The Gateway’s currently lists 1,100 companies employing 300,000 people. Personally chaired one annual event which raised over $500,000+. during my tenure. Position salary was gratis.
SR. VICE PRESIDENT / INVESTMENT ADVISOR APRIL ’12 TO MAY ‘15
R. Seelaus / Granite Springs RIA Developed and managed HNW clients’ bond & investment portfolios as portfolio manager. Helped with establishing R Seelaus’ RIA firm – Granite Springs and developing GIPS certified record. Actively traded bond & equity investment for clients. Launched 401(k) multi-company 401(k) platform. Developed and hosted a local TV financial show.
FOUNDING PARTNER / SENIOR VICE PRESIDENT
Nov ’97 to April ‘12
Jeffrey Matthews Financial Group Founding Partner of broker/dealer which specialized in fixed income, municipal bond securities & other income producing securities. Developed business via ‘cold calling’ & referrals. Actively traded municipal bond and fixed income security portfolios for HNW clients. Established firm’s RIA subsidiary, obtained CFP designation, and Series 24, 24, 53, & 65 licenses. Grew client AUM to $80 million ‘in-house’
PROJECT MANAGER / PROJECT ENGINEER
Schiavone Construction Company - Profitably built multi-million-dollar, public works construction projects while managing unionized construction crews and providing engineering solutions. I help build several NYC wastewater treatment plants, sludge incinerators, bridges, highways, reservoirs, water distribution facilities, and tunnels.
EDUCATION
M.B.A. - FINANCE / SETON HALL UNIVERSITY
BACHELOR OF SCIENCE CIVIL ENGINEERING /
BUCKNELL UNIVERSITY
YALE SCHOOL of MANGEMENT EXECUTIVE STUDIES – INVESTMENTS & PORTFOLIOS
RICH CALLAGHAN
PORTFOLIO MANAGER / CFP™
PROFILE
Experienced salesman & portfolio manager w/ MBA & CFP™ actively trading individual equites & fixed income securities. Personally direct investments for HNW clients to match ‘risk’ tolerance & goals. Experience developing financial plans. Experience with sales & successful startup venture capital projects, managing large construction projects & organizations. FINRA Series 7, 24, 27, 53 & 65. NJ Life.
CONTACT
****************@****.***
https://www.linkedin.com/in/rich-callaghan-jr-cfp%C2%AE-9a0b0510/
72 Hunterdon Blvd.
Murray Hill, NJ 07974
SKILLS
20 years of financial sales and Portfolio Management / Bloomberg / Microsoft Office/Python/ Portfolio Management/ Financial Planning/ Securities Trading/ Compliance
Retirement Plans/ Financial Planning/ Working w/ HNW Clients.
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