Team Details

Hello, everyone! I’m Tessa Callahan, an investment banker specialist with over 15 years of experience walking on the path of helping people make easy and smart decisions with their money. Guiding individuals in strategic investment, long-term portfolio, and investment-based pension planning is my full-time profession.

From

Greenwich, Connecticut, USA

Graduation

Business Administration from USC’s Marshall School of Business | MBA in Finance from Wharton School at the University of Pennsylvania

Experience

Investment Banking, Wealth Management, Global Markets, Retirement Planning, Portfolio Strategy.

Let’s Go With My Background

I believe that future planning is very important for stable financial growth. I completed my graduation in business administration from the UGC’s Marshall School of Business. Later, I completed my MBA in Finance from the Wharton School at the University of Pennsylvania, one of the world’s leading business schools. After I started my practice as a Chartered Financial Analyst (CFA), I started my journey in investment banking. Over the years, I’ve worked in both New York and London, advertising clients on cross-border funds, pension securities, and long-term investment strategies. I have worked with many big firms and clients from different locations for their financial and investment growth. As an investment banker, I joined the fund advisor 4 years ago.

What I do At The Fund Advisor?

At the fund advisor, I guide people in their investment planning and growth strategies. Here, I channel my years of experience in the form of writing with practical, ethical, and long-term planning. I believe planning for an investment doesn’t need in-depth research, which takes a lot of time; simple and expert guidance is all that is needed for successful investment returns. Writing for the fund advisor is the best part of my career, because I can leverage my expertise and strategies to help you make the right investment and financial decisions.  

Let’s Work Together

So why is building a bright future difficult? With my expertise and your efforts, we can make a difference. Connect with me and start growing your wealth with tips and tricks.