"Building wealth is more than numbers; it's about crafting a legacy."



Mike joined Callan Capital in April 2024 as an Associate Portfolio Manager. His role involves executing trades, rebalancing portfolios, and analyzing investments to support client goals.

Before joining Callan Capital, Mike honed his skills as an Equities/Futures Trader and Analyst at Kershner Trading Group. During his time there, he worked closely with experienced professionals to craft trading strategies and conduct thorough market analysis spanning bonds, commodities, and cryptocurrencies.

Mike graduated from Texas State University with a Bachelor’s degree in Applied Business Management. During his free time, Mike enjoys hitting the gym, staying informed with daily reads from the Wall Street Journal, and consistently seeking opportunities to broaden his knowledge base.  He also enjoys unwinding with challenging games and spending quality time with family and friends in Austin, Texas.