Bryan Stephenson

Bryan Stephenson

Portland, OR
Localization pin icon
Portland, OR

Bryan has passed the Level II exam in the CFA Program.

Bryan Stephenson is an assistant 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.

Most Recent Research

No data was found

In the News

No data was found

Want to reach a member of our team? Contact Callan today.

Callan Family Office

You are now leaving Callan LLC’s website and going to Callan Family Office’s website. Callan Family Office is not affiliated with Callan LLC.  Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Callan LLC is not responsible for the services and content on Callan Family Office’s website. Inclusion of this link does not constitute or imply an endorsement, sponsorship, or recommendation by Callan LLC of their website, or its contents, and Callan LLC is not responsible or liable for your use of it. When visiting their website, you are subject to Callan Family Office’s terms of use and privacy policies.