Rob has been an integral part of Callan Capital since 2016, contributing over 20 years of invaluable experience to the wealth management arena. Currently serving as Chief Operating Officer since 2022, he provides strategic guidance and leadership to multiple departments across the firm, emphasizing the implementation of automated and systematic operational approaches through the management of policies, procedures, and technology.
Prior to joining Callan Capital, Rob dedicated 11 years to client service and portfolio analysis with three prominent Registered Investment Advisory firms: Homrich Berg in Atlanta, Dowling & Yahnke in San Diego, and Lexington Wealth Management in Boston.
Rob’s holds a Bachelor of Arts in Economics from the University of Massachusetts, underscoring his comprehensive understanding of economic principles and their applications in wealth management.
Rob currently resides in Ft. Lauderdale, FL, with his husband, leading a fulfilling lifestyle. Their shared interests include spending leisurely moments on their boat, exploring the beach on e-bikes, and many travel adventures. Beyond his professional commitments, Rob is an ardent supporter of philanthropic causes. He actively champions the Susan G. Komen Foundation® in its mission and contributes to the educational initiatives of Junior Achievement in San Diego.