Robert S. Mikulski joined Callan Capital as the firm's Operations and Client Service Manager. With more than a decade of experience in wealth management, Robert lends strategic guidance and leadership to their client service team.
Prior to joining Callan Capital, Robert spent eleven years focused exclusively on client service and portfolio analysis for three major Registered Investment Advisory firms including Homrich Berg in Atlanta, GA, Dowling & Yahnke in San Diego, CA and Lexington Wealth Management in Boston, MA. His work was focused on portfolio performance management, client reporting and team management. Most recently, his area of expertise included working with Homrich Berg's ultra high net worth family office clients.
Robert holds a Bachelor of Arts in Economics from the University of Massachusetts. Originally from the Boston, Massachusetts area, Robert relocated to San Diego eight years ago to take advantage of the warmer weather and enjoy his favorite outdoor activities year-round including hiking and running. Robert is an active supporter of the Susan G. Komen Foundation® and is involved in local races including the Del Mar Mud Run and Electric Run.