Callen Young
Portfolio Manager
  1. 717 West Sprague Avenue
    Spokane, WA 99201

Callen is a Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services. He is responsible for selecting and managing tax-exempt securities for Wealth Management & Advisory Services client portfolios.

Callen is part of the fixed income team within the …

About Callen

Callen is a Portfolio Manager for Washington Trust Bank’s Wealth Management & Advisory Services. He is responsible for selecting and managing tax-exempt securities for Wealth Management & Advisory Services client portfolios.

Callen is part of the fixed income team within the Wealth Management & Advisory Services investment team and actively works to construct tax-exempt fixed income portfolios for tax sensitive clients. With his education and over 10 years of financial markets experience, Callen is able to bring valuable expertise to the fixed income portfolio management process that is designed to meet client goals.

Advisory Expertise

  • Portfolio Management

Professional Affiliations

  • CFA Institute
  • CFA Society of Spokane
  • EWU Young Professionals Network
  • WBA Executive Development Program – 2017
  • American Bankers Association Emerging Leader – 2018
  • WTB Government Relations Representative – 2018

Education

  • MBA, Eastern Washington University
  • BA, Eastern Washington University