callegari

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

  • 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
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