Our People

Assisting you with your financial goals is a privilege. At Midwest Trust, it’s an honor we take seriously.

John Callegari, CFA Vice President, Investment Strategist

Expertise

Investment guidance and client relations


Experience

Prior to joining Midwest Trust, John worked at an Oregon-based boutique investment firm where he performed comprehensive research, developed financial models and actively managed tailored portfolios of stocks and bonds. He has also served as chief investment officer at First Independent Bank.


Education

BS in Biology, with honors, Santa Clara University


Professional / Civic Affiliations

Chartered Financial Analyst® charterholder
Mt. Angel Abbey Foundation Investment Committee
Mt. Angel Abbey Foundation Audit Committee
The Historic Trust Finance and Investment Committee



Our People