About
Callen is a Vice President and Portfolio Manager who manages the fixed-income investment process for Wealth Management & Advisory Services clients by providing sophisticated investment counsel and portfolio risk control strategies.
Callen is the bank’s primary fixed-income strategist and oversees the strategy, implementation, and trading of all fixed-income securities for both private and institutional capital.
With his education and over 15 years of financial industry experience, Callen brings valuable expertise to the fixed-income process as he positions clients to both safe and sophisticated portfolios.
Advisory Expertise
- Portfolio Management
Professional Affiliations
- CFA Institute
- CFA Society of Spokane
- EWU Young Professionals Network
- WBA Executive Development Program
- ABA Emerging Leader
- WTB Government Relations Representative
Education
- MBA, Eastern Washington University
- BA, Eastern Washington University
