Rob joined Callan Capital in January 2016 as Managing Director of Operations and Client Services. With more than 15 years experience in wealth management, he lends strategic guidance and leadership to the client service team — 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. Most recently, his area of expertise included working with Homrich Berg’s ultra high net worth family office clients. Rob holds a bachelor of arts in economics from the University of Massachusetts.
In his free time, Rob enjoys a variety of outdoor activities and is an active supporter of the Susan G. Komen Foundation® and Junior Achievement of San Diego. He is currently an active co-chair for the Junior Achievement Young Executive Society.