CoverProfile

David Miller

Assistant Vice President/Analyst

Callan

United States, New Jersey, Mendham

About Me

David Miller is an assistant vice president and analyst in Callan’s New Jersey consulting office. He is responsible for providing support in the areas of client service, investment manager reviews, performance measurement, business development, and other special projects. David is a shareholder of the firm. Prior to joining Callan in 2013, David held an internship in financial services with Summit Financial Resources, Inc. He received his BS in corporate finance and accounting (minor in actuarial science) from Bentley University in Waltham, MA.

Profile Information

Assistant Vice President/Analyst

Callan

Investment Team,Operations Team

Investor

Consultant

Mendham

New Jersey

United States

May 24, 2025

More profiles to browse

BM
Britton Murdoch
Senior Vice President, Investment Consultant
CL
Connie Lee
Investment Consultant, Senior Vice President
HH
Ho Hwang
Senior Vice President
Profile Photo
Kevin Machiz
Senior Vice President

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST