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;
Name: Trevor Callan.
Company: Callan Capital.
Education: B.S. in finance, San Diego State University.
Birthplace: Bellevue, Wash.
Current residence: La Jolla.
Family: Wife, Sandy, and daughter, Jade.
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.
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.
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.
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.