"We coordinate practically all aspects of our clients financial continuum so that they can focus their time on their passions."

TREVOR M. CALLAN, CIMA®, CPWA®

Managing Partner

Trevor co-founded Callan Capital with his brothers, Tim and Ryan, in January 2007. He is the Chief Investment Officer of the Callan Capital Investment Committee, responsible for portfolio management and corporate executive services.

Trevor began his career in financial advisory and wealth management in 1992 with Shearson Lehman Brothers. In 1994, he transferred to Merrill Lynch, where he spent the next 13 years. During his tenure, he was selected through a rigorous testing process to become the first advisor in San Diego to represent the Merrill Lynch Private Banking and Investment Group (PBIG), an operation dedicated to serving clients with liquid assets in excess of $10 million.

Trevor has a B.S. in finance from San Diego State University. He earned a Certified Investment Manager Analyst® (CIMA®) designation following coursework and examination at the Wharton School and Certified Private Wealth Advisor® (CPWA®) designation following coursework and examination at The University of Chicago Booth School of Business.

Trevor balances his career with philanthropy and family. He is a co-founder and former board member of the Equinox Center, a nonprofit research center focused on economically sound environmental sustainability for the San Diego region. Trevor also co-founded the PEERS Network, a philanthropic organization comprised of young San Diego entrepreneurs that has raised more than $1 million for charitable organizations since 2009. He is a current board member of San Diego’s Venture Group and a former board member of San Diego Social Venture Partners and the La Jolla Music Society. Trevor resides in La Jolla with his daughter, Jade.