Douglas Callan

Douglas Callan

Senior Portfolio Manager at Samson Wealth Management Group, a division of XML Financial Group
Philadelphia, Pennsylvania, United States

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Work Experience

XML Financial Group

Senior Portfolio Manager

2022-07-01 - Present

SAMSON WEALTH MANAGEMENT GROUP

Investment Analyst

2014-06-01 - 2022-06-01

UBS Financial Services Inc.

Associate Director - Investment Advisory Operations Specialist

2006-07-01 - 2014-05-01

Skills

financial planning retirement planning plan design tax strategies insurance planning investment management wealth management

Languages

English