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Sylvia Callan

Sylvia Callan

Portfolio Manager at ST Germain D J Co. Inc.

Northampton, MA , United States

About

Sylvia Callan, CFA, is a Portfolio Manager at St. Germain Investment Management in Northampton, Massachusetts, where she provides comprehensive asset management services, including macroeconomic and sector research, due diligence on stocks and mutual funds, and tailored portfolio construction for individuals, businesses, non-profits, and institutional clients. Her responsibilities also encompass designing and implementing investment strategies that align with clients’ individual objectives, utilizing a mix of asset classes such as equities, fixed income, municipal bonds, government securities, ETFs, and mutual funds.

With more than two decades of investment management experience, Sylvia has held portfolio management roles at both St. Germain and Gage-Wiley & Co., Inc. She has developed deep expertise in fundamental and quantitative analysis, security selection, and asset allocation, and is known for her diligence in macroeconomic analysis and sector-specific research to optimize portfolio results for a diverse, high-net-worth and institutional clientele.

Sylvia is a CFA charterholder and holds a Bachelor of Arts in Sociology from Yale University, with pre-medical training, reflecting a multidisciplinary analytical background. She is recognized for her rigorous approach to investment research and her contributions to firm-wide investment insights in both equity and fixed income markets.

Career History

OrganizationRoleDate RangeDetails
St. Germain Investment ManagementPortfolio ManagerUnknown to Present
Gage-Wiley & Co., Inc.Portfolio ManagerSep 2002 to Present

Education

CFA Institute

Financial Analyst Charterholder, Finance, General

2009 2012

Yale University

Bachelor of Arts - BA, Sociology - Pre Med

1992 1996

Skills & Expertise

Financial Analysis
Business Analysis
Account Management
Analytical Skills
Data Analysis

Others at ST Germain D J Co. Inc. (3)

NameRoleLocation
Rick Bleser
Rick Bleser
Vice President - Portfolio ManagerSpringfield, MA , United States
Thaddeus Welch
Thaddeus Welch
VP Portfolio ManagerJackson, MS , United States
R
Rick B.
Vice President - Portfolio ManagerSpringfield, MA , United States

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