William Callahan, San Francisco CFA

William alan callahan, CFA

Founder, operator/executive, venture & angel investor, startup advisor

EXPERIENCE

2022 – Present

Founder, CEO of a San Francisco-based fintech working to make venture capital accessible to everyone, normalizing it’s role in modern portfolio management

2021 – Present
Frequent investor in pre-seed and seed angel rounds, and occasional venture rounds
2021 – Present
Advisor to fintech software firm that provides values-based portfolio research and audits (e.g., climate, DEI, BIPOC, faith)
2021 – 2022
Leading asset management, financial planning, tax preparation and tax planning unit for the bank following acquisition
2010 – 2021
Founder and chief executive officer, successfully raised equity via 2 fundraising rounds
2020 – 2021
Director and treasurer, board of directors
2015 – 2020
Advisor to executive team and member of advisory board
2019

El Camino de Santiago

Hiked for approximately 1.5 months, beginning in France, and ending near the Atlantic coast of Spain/Portugal

ABOUT ME

I’m an entrepreneur that enjoys building relationships and businesses. I’m actively investing in private companies (angel/seed investments to late stage).

EDUCATION

Creighton University - Master of Business Administration (MBA)

Creighton University - Master of Investment Management & Financial Analysis (MIMFA)

2012

2011

University of Nebraska at Omaha - BSBA in Corporate Finance, Banking & Financial Markets, Investment Science & Portfolio Management

SKILLS

Financial Markets (Behavior, History, Interaction, Portfolio Design)
Banking (Strategy, Product, Launch, Credit, Asset/Liability Management)
Regulatory and Compliance – (SEC, FINRA, Banking)
CFO (Accounting, Controls, Financial Statements, Reporting)
Product Management (Launch, Design, Distribution)
CMO (Campaign Strategy, Multi-Channel)

CONTACT