Doug Evans
Directeur en chef des Investissements chez Callan Family Office LLC
Profil
Mr. Douglas W.
Evans, CFA, is a Chief Investment Officer & Partner at Callan Family Office LLC.
He draws upon more than three-decades of experience in providing discretionary investment portfolios across liquid and illiquid assets and serving as an outsourced CIO for ultra-high-net-worth families, foundations, and endowments.
Prior to Callan Family Office, Mr. Evans was the Executive Vice President and Head of Investments for Abbot Downing.
In this capacity, he also served on Wells Fargo’s Global Investment Strategies and Global Investment Risk committees.
Mr. Evans graduated from the University of California at Santa Barbara, with a master’s degree in business and economics, with an emphasis in econometrics, and a bachelor’s degree in economics.
A Chartered Financial Analyst (CFA) and a Certified Investment Management Analyst professional, he is a member of the CFA Institute, the CFA Society of San Francisco, and the Investments and Wealth Institute.
He serves on the advisory board for Grace Christian Academy and the Green Music Center.
Postes actifs de Doug Evans
| Sociétés | Poste | Début |
|---|---|---|
Callan Family Office LLC
 Callan Family Office LLC Investment ManagersFinance Callan Family Office LLC (CFO) is an independent wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Jack Ginter in 2022. CFO offers a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, trusts, estates, charitable organizations, corporations, limited partnerships, and other business entities. | Directeur en chef des Investissements | 01/10/2022 |
Anciens postes connus de Doug Evans
| Sociétés | Poste | Fin |
|---|---|---|
Abbot Downing Investment Advisors
 Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations. | Directeur en chef des Investissements | 01/01/2020 |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Gestionnaire de Portefeuille-Actions | 01/01/2011 |
Formation de Doug Evans
| University of California | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Abbot Downing Investment Advisors
Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations. | Finance |
Callan Family Office LLC
Callan Family Office LLC Investment ManagersFinance Callan Family Office LLC (CFO) is an independent wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Jack Ginter in 2022. CFO offers a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, trusts, estates, charitable organizations, corporations, limited partnerships, and other business entities. | Finance |
