Principals
Tom Callahan
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Chairman and CEO
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Former PriceWaterhouseCoopers Partner with over 30 years of public accounting experience
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MBA - Wharton School at the University of Pennsylvania
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BBA - University of Notre Dame
Patrick Callahan, CPA
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Former manager at Deloitte Consulting and associate at PricewaterhouseCoopers
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Consumer staples, energy, and technology sector experience
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MBA - University of Texas, McCombs School of Business
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BBA - University of Notre Dame
Rachel Gummattira, CFP®
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Over 10 years of marketing and management experience, including brand management with Dr Pepper Snapple Group
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Consumer staples and healthcare sector experience
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MBA - University of Texas, McCombs School of Business
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BBA - University of Notre Dame
Advisors
Keith Booth
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Over 30 years of experience as a Tax Partner at PricewaterhouseCoopers
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Energy sector experience
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JD and LLM in Taxation - University of Alabama
Will Monroe
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Former portfolio manager at Bayou City Capital LP
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Over 10 years of trading experience in US stocks and commodities
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MS - University of Virginia
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BS - Florida State University
Ham Ojha
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Served as VP and Treasurer of HCC Insurance Holdings, Inc.
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Over 20 years of financial sector experience
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BS - University of Bombay, India
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BS - University of Houston
All of our Advisors are Series 65 registered investment advisors.
2010 - present
2010 - present
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