Cfp® Callahan

Martha P. Callahan, CPA, CFP®, serves as a Portfolio Manager at FBB Capital Partners, where she leverages over 17 years of professional experience to guide high-net-worth individuals, families, and institutional clients in achieving their financial objectives. In this role, she is responsible for designing and managing customized investment portfolios, providing holistic financial planning, and serving as a key advisor to clients in Easton, MD and the broader Washington DC area.

Her investment approach spans a broad range of asset classes, with particular focus on equities, fixed income, and diversified portfolios tailored to clients’ risk tolerance, time horizon, and tax situations. FBB Capital Partners emphasizes a highly personalized, consultative strategy, and Martha collaborates closely with other advisors such as tax professionals and estate planners to optimize outcomes for clients.

Prior to joining FBB Capital Partners in 2022, Martha held roles as Vice President - Finance at Beowulf Electricity & Data and Accounting Manager at Dixon Valve, further developing her expertise in accounting, business operations, and finance. She holds an MBA from Georgetown University and a B.S. in Mechanical Engineering from Virginia Tech, reinforcing her strong analytical background and commitment to professional excellence.