Our People

Assisting you with your financial goals is a privilege. At FCI Advisors, it’s an honor we take seriously.

John Callegari, CFA Vice President, Portfolio Manager

Expertise

Portfolio manager working primarily with private clients and trust account clients


Experience

Prior to joining FCI Advisors, John worked at an Oregon-based boutique investment firm where he performed comprehensive research, developed financial models and actively managed tailored portfolios of stocks and bonds. He has also served as chief investment officer at First Independent Bank.


Education

BS in Biology, with honors, Santa Clara University

Chartered Financial Analyst® charterholder


Professional / Civic Affiliations

CFA Institute, Member

CFA Society Portland, Member

Mt. Angel Abbey Foundation Investment Committee, Member

Mt. Angel Abbey Foundation Audit Committee, Member

The Historic Trust Finance and Investment Committee, Member

Humane Society for SW Washington Investment Committee, Member



Our People