Callahan & Associates Adds Equity Owners
Callahan & Associates said it has added four new equity owners of the Washington-based credit union analysis and consulting firm.
They are Jon Jeffreys, vice president of Callahan Financial Services; Jay Johnson, executive vice president; Alix Patterson, chief operating officer; and Scott Patterson, vice president of new business innovation, the company said.
Together, they have more than 50 years of financial sector experience and join Callahan & Associates Chairman Chip Filson and the Callahan Employee Stock Ownership Program as equity owners, the company said. Alix Patterson and Scott Patterson are Filson’s daughter and son-in-law, respectively.
“Callahan has built an incredible foundation over the past 27 years with innovations such as Peer-to-Peer and Credit Union Strategy & Performance, industry partnerships that include the Trust for Credit Unions and Credit Union Student Choice, and recognized thought leadership on key industry issues,” Johnson said in a statement.
“Our senior management team is energized by the opportunity to build on this legacy at a time when credit unions are seeing unprecedented momentum,” he said.
In January, Omaha, Neb., businessman Sean Hession was named Callahan’s new president/CEO and the company announced then it was transitioning ownership to its management team.