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Douglas Callan

DOUGLAS CALLAN, CFA®

Senior Portfolio Manager

Doug is responsible for investment analysis, portfolio construction, trading, and developing investment plans to help our clients achieve their financial goals. Prior to joining XML Financial Group, Doug spent 8 years at UBS Financial Services, Inc. where he led a team responsible for servicing financial advisors and investment managers with the firm’s separately managed account program.

Doug is a CFA® charterholder and member of the CFA Society of Philadelphia. He has earned a Master of Business Administration with a concentration of Finance from Seton Hall University in 2010 and a Bachelor of Science in Business Administration with a concentration of Financial Services from Bryant University in 2006. He holds the Series 7 and Series 66 securities registrations.

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