David has been with Callan Capital since its inception in January 2007. Previously, he worked in finance as an intern with The Callan Group at Merrill Lynch. As Managing Director of Trading, he is responsible for investment analytics, portfolio model creation, and complex trading. As Director of Financial Planning, David works to execute intricate financial plans for high net worth and ultra-high net worth clients.
David graduated from University of California, San Diego in 2007 with a B.A. in economics and is currently working to become a Certified Financial Planner™ (CFP®).
David’s interests include the ongoing restoration of his 1969 Mustang and the culinary arts.