Trevor Callan

Trevor Callan General Information

Biography

Mr. Trevor Callan is a Co-Founder and serves as Managing Partner at Callan Capital. Mr. Callan serves as Advisor at Praxis Solutions. 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. He 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 former board member of San Diego Social Venture Partners and the La Jolla Music Society. He 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. He 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.