Bryan Stephenson is an Analyst in Callan’s Trust Advisory Group. He joined Callan in May of 2019 and assists in supporting the day-to-day operations, including reporting and performance monitoring, for Callan’s discretionary mandates.
Prior to joining Callan, 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.