Vice President - San Francisco
Brian Callahan is a Vice President at Lenox Advisors who joined the team in 2017. He is responsible for working with both the firm’s corporate and high net worth individual clients. With his individual clients, Brian specializes in comprehensive estate, insurance and financial strategies. He also works with corporate clients structuring in-depth employee benefits strategies and executive carve-out programs.
Brian joined Lenox after spending 8 years as a financial advisor in the industry, working with popular firms such as Northwestern Mutual and Eagle Strategies. Brian received his Bachelor of Science in Economics from DePaul University.
Brian resides in Martinez, California with his wife Emily, and two children Liam and Saylor. When he is not with his family or coaching his son’s T-Ball team Brian enjoys cooking, fishing, running and golfing.
For Brian’s complete licensing information, click here.