Michael Callahan

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Senior Associate Financial Planner

Michael Callahan

Michael Callahan is a Senior Associate Financial Planner at Socha Capital, a multifamily office serving entrepreneurs and their families. Prior to joining Socha, Michael spent six years at Matter Family Office in Dallas, where he served ultra-high-net-worth families directly across investments, tax, and estate planning. He also served on the firm's Family Learning & Communication Committee, creating strategies to promote trust and transparency for succession planning.

Michael holds a Bachelor of Arts in Finance and Economics from the University of Dallas and is a CFA Level II candidate.

Michael lives in Rockville, Maryland with his wife, Kelly. Outside of work, he enjoys golf, cooking, and NFL football.