Trevor Michael Callan
Chief Executive Officer at Callan Capital LLC
Profile
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.
Trevor Michael Callan active positions
Companies | Position | Start |
---|---|---|
Callan Capital LLC
Callan Capital LLC Investment ManagersFinance Callan Capital LLC (Callan) is an independent, SEC-registered asset management firm headquartered in La Jolla, California. The firm was founded in 2007 by Trevor, Tim, and Ryan Callan. Callan provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Chief Executive Officer | 01/01/2007 |
Former positions of Trevor Michael Callan
Companies | Position | End |
---|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Training of Trevor Michael Callan
San Diego State University | Undergraduate Degree |
Experiences
Positions held
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Private companies
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1st degree connections
1st degree companies
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Linked companies
Private companies | 3 |
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Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Finance |
Callan Capital LLC
Callan Capital LLC Investment ManagersFinance Callan Capital LLC (Callan) is an independent, SEC-registered asset management firm headquartered in La Jolla, California. The firm was founded in 2007 by Trevor, Tim, and Ryan Callan. Callan provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
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