Life at Callan

/Life at Callan

Callan Capital Participates in Junior Achievement’s 2019 Stock Market Challenge

Callan Capital was pleased to sponsor and participate in Junior Achievement’s 2019 Stock Market Challenge in San Diego. More than 150 students from local San Diego high schools got a taste of the fast-paced, high-stakes stock market through the competition. Callan Capital also participated in the corporate, adult event at night, taking the first-place spot [...]

By |2019-04-24T19:57:03+00:00April 24th, 2019|Life at Callan|

Rob Mikulski Elected as 2019 JA YES Board Co-Chair

Callan Capital is proud to announce that Rob Mikulski has recently been elected as 2019 Co-Chair for the Junior Achievement of San Diego County Young Executive Society (JA YES). JA YES is a dynamic group of young professionals from various industries and corporations in San Diego, who raise awareness and act as ambassadors on behalf [...]

By |2019-01-16T20:10:33+00:00January 16th, 2019|Life at Callan|

PEERS Annual Gala Benefiting Rady Children’s Hospital

Callan Capital partners participated in the PEERS Network annual gala, A Night in Mykonos.  The Bohemian-themed gala raised over $100,000 for the PEERS endowment and Rady Children’s Hospital Neonatal Intensive Care Unit The PEERS Network is a professional non-profit 501 (c) (3) group funded by local entrepreneurs whose aim is to give back to the [...]

By |2018-11-14T18:52:01+00:00November 14th, 2018|Life at Callan|

Callan Capital Hosts Big Brothers Big Sisters Financial Literacy Workshop

Callan Capital hosted a financial literacy workshop to teach high school aged “Littles” from Big Brothers Big Sisters of San Diego important financial concepts that will help them today and in the future. Students learned important aspects of budgeting, savings, taxes, credit and financial aid for college. Big Brothers Big Sisters of San Diego provides [...]

By |2018-08-27T18:11:35+00:00August 27th, 2018|Life at Callan|

Callan Capital Sponsors Play4SAY Event

Callan Capital was proud to sponsor and participate in Play4SAY, hosted by SAY San Diego. The event provided a meaningful way for business professionals and local leaders to be kids for a day while giving back to the community. Members of the Callan Capital team participated with competing teams in rounds of lawn games like [...]

By |2018-08-06T21:21:08+00:00August 6th, 2018|Life at Callan|

Rob Mikulski Named Top Fundraiser for Junior Achievement’s Young Executive Society

Rob Mikulski was named the top 2017-2018 fundraiser for the Young Executives Society within Junior Achievement of San Diego. JA YES is a dynamic group of young professionals from various industries and corporations in San Diego, who raise awareness and act as ambassadors on behalf of Junior Achievement, offering support through fundraising, “friend-raising”, special projects & [...]

By |2018-07-25T21:37:32+00:00July 25th, 2018|Life at Callan|

Callan Capital Welcomes Olivia Zaiya, MBA, J.D., CFP®

San Diego based wealth management firm Callan Capital is pleased to announce that Olivia Zaiya, MBA, J.D., CFP®, has joined the firm as Managing Director of Financial Planning. Zaiya is primarily responsible for overseeing the firm’s financial planning process and managing client relationships. “We are excited to welcome Olivia to Callan Capital”, said Tim S. [...]

By |2019-01-07T18:32:12+00:00July 13th, 2018|Life at Callan|

Callan Capital Participates in Red Shoe Day

Callan Capital participated in Red Shoe Day benefitting the Ronald McDonald House Charities. Back for the ninth year in a row, Red Shoe Day is the largest volunteer-driven fundraiser for San Diego’s Ronald McDonald House. 1,500 volunteers wearing yellow shirts and red and white striped socks collect donations from commuters and passers-by at key intersections [...]

By |2018-06-21T17:02:28+00:00June 21st, 2018|Life at Callan|

Callan Capital Hosts Secrets of Successful Liquidity Events Panel

Callan Capital hosted the panel event Secrets of Successful Liquidity Events at the Kodosky Lounge at the Long Center in Austin. The purpose of Callan’s Austin-based tech event series is to foster networking opportunities for entrepreneurs within the technology ecosystem and provide a forum for veteran entrepreneurs to give back to the next generation of [...]

By |2018-06-20T17:42:53+00:00June 15th, 2018|Life at Callan|

Callan Capital Recognized as a Key Service Provider in the San Diego Business Journal’s Life Sciences Book

Callan Capital was listed in the San Diego Business Journal’s inaugural Life Sciences Book as a key service provider to the Life Sciences industry. The article mentions how Callan Capital deals with the Life Sciences industry’s frequent liquidity events, such as selling a company or taking a company public. In addition, the firm has experience [...]

By |2018-06-12T15:51:02+00:00June 4th, 2018|Life at Callan|

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.