Prior to joining First Republic in 2018, Mr. Calahan was a Financial Advisor for the Atwood Group within Merrill Lynch’s Private Banking and Investment Group in Boston, MA. He joined Merrill Lynch in 2013. Mr. Calahan provides tailored advice and guidance to address the specific objectives of each client. He works closely with high net worth families helping them grow, preserve and transfer wealth effectively. Mr. Calahan also oversees a number of retirement plans for private equity firms and other business entities.
A skilled problem solver Mr. Calahan enjoys uncovering creative approaches for a range of financial needs. He values transparency and communication enabling clients to develop an informed understanding of the opportunities and challenges inherent in managing significant wealth. He also has extensive experience in portfolio analytics and construction. Mr. Calahan stays apprised of developing themes in the capital markets sensitive to each client’s risk tolerance, time horizons and investment preferences.
Mr. Calahan earned his undergraduate degree from Franklin & Marshall College.
Wealth Management Experience: Since 2014
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