Robert Nagel

Robert Nagel

San Francisco
Localization pin icon
San Francisco

Committees & Areas of Interest

Student Engagement Team

Robert joined Callan in 2013. He is a UC Santa Cruz graduate.

Robert Nagel is an assistant vice president in Callan’s Client Report Services group. Robert joined Callan in 2013 and is responsible for calculating investment returns, as well as providing support to senior analysts in generating monthly and quarterly performance reports. He is a member of the Student Engagement Team.

 

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.

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.