Managing Director, Investments
Callum joined Moors & Cabot from Janney Montgomery Scott, where he worked as part of a team with Jim Cesarz and their assistant Lizette Redmond. He has been in the business for 23 years after starting his career with Legg Mason. He and Jim focus their business on financial planning for wealthy individuals, non-profits and endowments with an emphasis on fee-based management.
Callum and his wife Melissa live in Walpole with their three children and are active in their community. Outside of work, his family is heavily involved in soccer, skiing, and lacrosse. Callum is originally from Glasgow, Scotland.
Background and qualification information is available at FINRA's BrokerCheck website