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

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