Profil
Mr. Ryan J.
Callan is a Managing Partner at Callan Capital LLC.
He handles operations at Callan Capital, including firm-wide trading, compliance, technology, and strategic planning.
He also sits on the Callan Capital Investment Committee.
He joined the firm in 2007.
Prior to starting the company, Mr. Callan spent five years with Merrill Lynch assisting high net worth individuals in the areas of wealth management and financial planning.
He began his professional financial career at Preferred Capital in Lake Tahoe in 1997.
Mr. Callan received his undergraduate degree from the University of Nevada.
Postes actifs de Ryan James Callan
| Sociétés | Poste | Début |
|---|---|---|
Callan Capital LLC
 Callan Capital LLC Investment ManagersFinance Callan Capital LLC (Callan) is an independent, SEC-registered asset management firm headquartered in La Jolla, California. The firm was founded in 2007 by Trevor, Tim, and Ryan Callan. Callan provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Directeur Général | 01/01/2007 |
Anciens postes connus de Ryan James Callan
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
| PreferredTrade, Inc. | Corporate Officer/Principal | - |
Formation de Ryan James Callan
| University of Nevada | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Callan Capital LLC
Callan Capital LLC Investment ManagersFinance Callan Capital LLC (Callan) is an independent, SEC-registered asset management firm headquartered in La Jolla, California. The firm was founded in 2007 by Trevor, Tim, and Ryan Callan. Callan provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
| PreferredTrade, Inc. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
