Bryan is a member of the Trust Advisory Group, supporting day-to-day operations for Callan’s discretionary mandates.
Bryan Stephenson is a vice president in Callan’s Trust Advisory Group, supporting day-to-day operations, including reporting and performance monitoring, for Callan’s discretionary mandates. Bryan is a shareholder of the firm.
Prior to joining Callan in 2019, Bryan was a fund accountant for a global custodial bank, where he provided leadership over a team responsible for all daily portfolio accounting and custody reconciliations. Most recently, Bryan was an onsite client relationship manager for a large public pension client where he directly supported their investment division.
Bryan graduated from California State University, Sacramento, with a BS in business finance. He has passed the Level II exam in the CFA Program.