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Jim Callahan, CFA®, CFP®, Senior Wealth Advisor | Director of Investments

Jim Callahan, CFA®, CFP®

Senior Wealth Advisor | Director of Investments

Jim joined Shine in 2019 as a Senior Wealth Advisor and Director of Investments and has earned the right to use the CFA® mark of distinction.

Jim holds Masters of Business Administration (MBA) from the Ross School of Business at the University of Michigan as well as Bachelor of Science (B.S.) degree in Economics from Santa Clara University.

Prior to joining Shine, Jim was the Managing Partner and Chief Investment Officer at Janiczek Wealth Management, where he provided wealth management services to high net worth clients while overseeing the firm’s investment operations.  He brings More than 20 years of investment experience to the firm with the majority of his experience in wealth management for high net worth families. Jim also spent 7 years in research and investment management with firms such as Morningstar and BB&T Asset Management.

A native of Chicago, Jim and his family moved to Colorado in 2010.  Whether hiking or skiing, he enjoys the Colorado lifestyle with his wife, Rebecca (A CU-Boulder alum), son, and daughter.