Trevor Michael Callan
Chief Executive Officer at Callan Capital LLC
Trevor Michael Callan active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Founder | 01/01/2007 | - | |
| Investment Committee Member | 01/01/2007 | - | |
| Portfolio Manager-Equities | 01/01/2007 | - | |
| Chief Investment Officer | 01/01/2007 | - | |
| Head of Private Banking | 01/01/2007 | - |
Career history of Trevor Michael Callan
Former positions of Trevor Michael Callan
| Companies | Position | Start | 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 | 01/02/1994 | - |
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 | 01/01/1992 | - |
Training of Trevor Michael Callan
| San Diego State University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
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 |
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 |
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 |
