Welcome to Callan Capital
Callan Capital provides comprehensive financial planning and asset management solutions to officers and directors of publicly traded companies as well as entrepreneurs, affluent families, endowments, and foundations. Learn more about how we offer a better way to manage wealth.
IT’S NICE TO MEET YOU
MEET OUR DEDICATED TEAM
Managing Partner
Managing Partner
Managing Partner
Chief Operating Officer
Managing Director, Financial Planning
Managing Director, Trading
Senior Director, Operations and Compliance
Director, Wealth Management
Director, Wealth Management
Director, Paraplanning
Senior Associate, Operations and Client Service
Senior Associate, Marketing
Senior Associate, Client Service and Administration
Associate, Client Service and Administration