Robert is a team lead on Callan's Client Report Services team.
Robert Nagel is a vice president and team lead in Callan’s Client Report Services group. Robert joined Callan in 2013 and is responsible for calculating investment returns and supporting consultants across various client types. As a team lead, he serves as a liaison between co-managers and the analyst team, helping to communicate priorities, coordinate workflow, and support team members through training, onboarding, and system transitions, including migrating from legacy systems to CallanDNA. He is a member of the Student Engagement Team and is a shareholder of the firm.
Prior to joining Callan, Robert worked for an entertainment startup in Santa Cruz, CA.
Robert earned a BA in business management and Economics from the University of California, Santa Cruz.