M. Patrick Callahan
Financial Advisor to Entrepreneurs at Xception Advisory Group
- Role
- Wealth Advisor Founder at Xception Family Office
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About M. Patrick Callahan
Wealth Management Adviser focused on comprehensive financial consulting and advisory…
Experience
Wealth Advisor Founder
Jun 2014 — Present · Atlanta, GA, US
Providing broad financial advisory services for ultra-high-net-worth entrepreneurs. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser.
Education
Georgia State University College of Law
Juris Doctor, Law
2003 — 2006
The Catholic University of America
B.A., International Economics and Finance
1997 — 2001
Skills
- Mergers & Acquisitions
- Securities
- Estate Planning
- Strategic Financial Planning
- Corporate Finance
- Business Planning
- Budgets
- Finance
- Asset Protection
- Financial Analysis
- Asset Managment
- Corporate Governance
- Retirement Planning
- Personal Finance
- Corporate Law
- Trusts
- Due Diligence
- Real Estate
- Private Equity
- Financial Modeling
- Investments
- Insurance
- Estate Administration
- Wealth Management
- Litigation
- Legal Research
- Tax Advisory
- Small Business
- Financial Services
- Banking
- Risk Management
- Legal Assistance
- Portfolio Management
- Contract Negotiation
- Start-Ups
- Tax
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