Callen provides investment advisory and management services for the firm’s institutional clients and wealth families and individuals across the country. He is also a member of the firm’s Investment Policy Committee.
Prior to joining MBO Cleary, Callen constructed and managed investment portfolios and provided investment advisory services for institutional and wealthy clients. He has also developed investment strategies and advanced risk management techniques as a member of new product, asset allocation and portfolio management policy committees.
Earlier in his career, Callen spent time as an acquisition manager in the corporate finance arena and a senior financial analyst for a nationally recognized retail corporation.