Callahan Financial Services Brings 25 Years of Additional Investment Experience to its Resume

Washington, DC — Callahan Financial Services, a subsidiary of Callahan & Associates, is pleased to announce the addition of Kevin Heal as Vice President of Sales & Business Development. Heal joins Jon Jeffreys (Vice President, Callahan Financial Services), and Mike Philbin (Vice President of Sales) on the management team.

Heal brings with him more than 25 years of sales and trading experience with both large investment banks and regional broker dealers.

“I’m looking forward to the opportunity to further grow the TRUST for Credit Unions mutual fund portfolio,” Heal said. “It’s a great opportunity to work with credit unions and provide them with investment solutions as they continue to look for ways to manage their balance sheets.”

Adding Heal to the Callahan Financial Services team provides credit unions with an experienced investment resource to help guide them through the investment process and explain the intricacies of securities that comprise TCU’s three funds.

“We are thrilled Kevin joined our team,” said Jeffreys. “His decades of experience selling fixed-income securities to various types of institutional buyers and his years spent trading on for Wall Street banks will be a huge asset to the credit union community.  We think his ability to provide insight and guidance to credit unions of all sizes will be paramount.”

Heal will also manage the expansion of Callahan Financial Services role in the credit union market by collaborating with new distribution partners to expand the distribution and investor base of the TCU funds.

“By partnering with Corporate Credit Unions, broker-dealers and ALM/RIA firms that focus on credit unions, we will make this credit union investment solution more widely available” said Heal.

About Callahan Financial Services
Callahan Financial Services (CFS) is a subsidiary of Callahan & Associates. CFS manages the TRUST for Credit Unions mutual funds and serves as a distributor of those funds.

About Callahan & Associates
Callahan & Associates is a Washington, DC-based firm that delivers in-depth analysis of credit union quarterly performance through its proprietary software and financial publications. As a financial consultant, it also offers strategic planning and investment management for credit unions. Visit to learn more.

More News