David Shepard


David directs investment research and monitors the investments. He works with clients to tailor a financial plan and reviews the client portfolios on a regular basis to make sure they meet client’s original investment objectives.

David started his career while still in college as a sales assistant at Merrill Lynch. He joined Dan Callahan in 1993 to help transition the business from commission work to fee-only investment management and in the formation of Callahan Capital Management in 1995. He holds a Bachelor’s of Science in Economics from Rollins College as well has his Series 65 Uniform Investment Adviser Law Exam License.

"The best investment is a strong work ethic." -T. Boone Pickens

"If the rationale for making an investment changed or was not what you thought it was, get rid of the investment.  Don't try and come up with a new rationale."Michael Price