Trevor Michael Callan

Directeur Général chez Callan Capital LLC

Profil

Mr. Trevor M.
Callan is a Managing Partner at Callan Capital LLC.
Mr. Callan co-founded the firm in 2007.
He is responsible for Asset and Portfolio Management and Corporate Executive Services.
He is the Chief Investment Officer of the Callan Capital Investment Committee.
He is a Co-Founder and former Board Member of the Equinox Center, a non-partisan, independent, nonprofit research center focused on economically sound environmental sustainability for the San Diego region.
He also co-founded the PEERS Network, a philanthropic organization comprised of young San Diego entrepreneurs that has raised more than $1,000,000 for charitable organizations since 2009.
Mr. Callan started his career in financial advisory and wealth management in 1992 with Shearson Lehman Brothers.
In 1994, he transferred to Merrill Lynch, where he spent the next 13 years.
During his tenure with Merrill Lynch, he ultimately became a First Vice President.
Additionally, Mr. Callan was selected through a rigorous testing process to become the first advisor to represent the Merrill Lynch Private Banking and Investment Group in San Diego, an operation dedicated to serving clients with liquid assets in excess of $10 million.
He is a former board member of the San Diego Social Venture Partners and the La Jolla Music Society.
Mr. Callan has a B.S.
in Finance from San Diego State University.
He earned a Certified Investment Manager Analyst designation.

Postes actifs de Trevor Michael Callan

Sociétés	Poste	Début
Callan Capital LLC	Directeur Général	01/01/2007

Anciens postes connus de Trevor Michael Callan

Sociétés	Poste	Fin
Merrill Lynch & Co., Inc. /Old/	Corporate Officer/Principal	-
Shearson Lehman Brothers Holdings, Inc.	Corporate Officer/Principal	-

Formation de Trevor Michael Callan

San Diego State University

Undergraduate Degree