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Special Report Profile – Trevor Callan

Trevor Callan is CEO of Callan Capital, which manages $200 million in assets among fewer than 60 families.

Callan was the first employee of the firm, which he co-founded with brothers Ryan and Tim in 2007. All three had left Merrill Lynch’s Private Banking office in La Jolla.

He recently co-founded and helped raise $800,000 for the Equinox Center, a nonprofit focused on economically sound environmental sustainability for the region.

RESUM & #201;

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Name: Trevor Callan.

Company: Callan Capital.

Title: CEO.

Education: B.S. in finance, San Diego State University.

Birthplace: Bellevue, Wash.

Age: 37.

Current residence: La Jolla.

Family: Wife, Sandy, and daughter, Jade.

BUSINESS PHILOSOPHY

Essential business philosophy: Integrity, teamwork, respect.

Best way to keep a competitive edge: Continuously challenge the status quo.

Guiding principles: Work hard and play hard. Family and friends come first.

Yardsticks of success: Making a significant and positive impact.

Goals yet to be achieved: Travel the world; send daughter, Jade, to college; and retire.

JUDGMENT CALLS

Best business decision: Leaving one of the largest Wall Street firms to start an independent boutique family office with my brothers.

Worst business decision: Taking so long to start our business.

Toughest business decision: Trusting my instincts that our clients were better served from independent, objective advisers.

Biggest missed opportunity: Taking time off after college to travel the world.

Word that describes you: Decisive.

TRUE CONFESSIONS

What you like best about your job: Working side by side with my two brothers to build a family business.

What you like least about your job: Work hours from 6 a.m. to 5 p.m. , a combination of Eastern and Pacific time zones.

Pet peeve: People who don’t follow through.

Most important lesson learned: Your first instinct is usually correct.

Person most interested in meeting: U.S. Treasury Secretary Henry Paulson.

Three greatest passions: Surfing, helicopter skiing, family gatherings.

First choice for a new career: Philanthropist.

PREDILECTIONS

Favorite quote: “A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” , Wayne Gretzky.

Most influential book: “Devil Take the Hindmost: A History of Financial Speculation,” by Edward Chancellor.

Favorite status symbol: Megayachts.

Favorite restaurant: Pasquale on Prospect in La Jolla.

Favorite place for business meetings: Our offices overlooking La Jolla Cove.

Favorite vacation spot: St. Barthelemy in the French West Indies.

Favorite way to spend time: Surfing.

What’s on your iPod? ’80s music.

What do you drive? BMW 535i.

Do you use a GPS? Yes.

Do you use a PDA? BlackBerry.

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