Rob joined Callan Capital in January 2016 as Managing Director of Operations and Client Services. With more than 17 years experience in wealth management, he lends strategic guidance and leadership to the client service and financial planning teams — maintaining policies, procedures and the use of technology to help create a more automated and systematic approach to operations.
Prior to joining Callan Capital, Rob spent 11 years focused exclusively on client service and portfolio analysis for three major Registered Investment Advisory firms: Homrich Berg in Atlanta, Dowling & Yahnke in San Diego, and Lexington Wealth Management in Boston. Rob holds a Bachelor of Arts in Economics from the University of Massachusetts.
Rob currently resides in Orlando, FL with his partner. In their free time, they enjoy spending time on their boat, traveling, and taking care of their five chickens. Rob is an active supporter of the Susan G. Komen Foundation® and Junior Achievement of San Diego.