Callan Capital is pleased to announce that Robert S. Mikulski has joined Callan Capital as the firm’s Operations and Client Service Manager. With more than a decade of experience in wealth management, Rob lends strategic guidance and leadership to our client service team. In this role, Rob maintains Callan’s policies, procedures and use of technology to help create a more automated and systematic approach to operations.
Prior to joining Callan Capital, Rob spent eleven years focused exclusively on client service and portfolio analysis for three major Registered Investment Advisory firms including Homrich Berg in Atlanta, GA, Dowling & Yahnke in San Diego, CA and Lexington Wealth Management in Boston, MA. His work was focused on portfolio performance management, client reporting and team management. Most recently, his area of expertise included working with Homrich Berg’s ultra high net worth family office clients. Rob holds a Bachelor of Arts in Economics from the University of Massachusetts.
Originally from the Boston, Massachusetts area, Rob relocated to San Diego eight years ago to take advantage of the warmer weather and enjoy his favorite outdoor activities year-round including hiking and running. Please join us in welcoming Rob to Callan Capital!