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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| St. Germain Investment Management | Portfolio Manager | Unknown to Present | — |
| Gage-Wiley & Co., Inc. | Portfolio Manager | Sep 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
Others at ST Germain D J Co. Inc. (3)
| Name | Role | Location |
|---|---|---|
| Vice President - Portfolio Manager | Springfield, MA , United States | |
| VP Portfolio Manager | Jackson, MS , United States | |
R Rick B. | Vice President - Portfolio Manager | Springfield, MA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
| Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |