"We help our clients plan for their future, so they can enjoy the present."


Managing Director, Trading

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.

David graduated from University of California, San Diego in 2007 with a B.A. in economics.

David’s interests include the ongoing restoration of his 1969 Mustang and the culinary arts.