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Principals

Tom Callahan

  • Chairman and CEO

  • Former PriceWaterhouseCoopers Partner with over 30 years of public accounting experience

  • MBA - Wharton School at the University of Pennsylvania

  • BBA - University of Notre Dame 

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Patrick Callahan, CPA

  • Former manager at Deloitte Consulting and associate at PricewaterhouseCoopers

  • Consumer staples, energy, and technology sector experience

  • MBA - University of Texas, McCombs School of Business

  • BBA - University of Notre Dame

 

Rachel Gummattira, CFP®

  • Over 10 years of marketing and management experience, including brand management with Dr Pepper Snapple Group

  • Consumer staples and healthcare sector experience

  • MBA - University of Texas, McCombs School of Business

  • BBA - University of Notre Dame

Advisors

Keith Booth

  • Over 30 years of experience as a Tax Partner at PricewaterhouseCoopers

  • Energy sector experience

  • JD and LLM in Taxation - University of Alabama

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Will Monroe

  • Former portfolio manager at Bayou City Capital LP

  • Over 10 years of trading experience in US stocks and commodities

  • MS - University of Virginia

  • BS - Florida State University


Ham Ojha 

  • Served as VP and Treasurer of HCC Insurance Holdings, Inc.

  • Over 20 years of financial sector experience

  • BS - University of Bombay, India

  • BS - University of Houston 

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All of our Advisors are Series 65 registered investment advisors.  

2010 - present

2010 - present

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