Callen Young
Vice President & Portfolio Manager
  1. 717 West Sprague Avenue
    Spokane, WA 99201

Callen is a Vice President and Portfolio Manager who manages the fixed-income investment process for Wealth Management & Advisory Services clients by providing sophisticated investment counsel and portfolio risk control strategies.

Callen is the bank’s primary fixed-income …

About Callen

Callen is a Vice President and Portfolio Manager who manages the fixed-income investment process for Wealth Management & Advisory Services clients by providing sophisticated investment counsel and portfolio risk control strategies.

Callen is the bank’s primary fixed-income strategist and oversees the strategy, implementation, and trading of all fixed-income securities for both private and institutional capital.

With his education and over 15 years of financial industry experience, Callen brings valuable expertise to the fixed-income process as he positions clients to both safe and sophisticated portfolios.

Advisory Expertise

  • Portfolio Management

Professional Affiliations

  • CFA Institute
  • CFA Society of Spokane
  • EWU Young Professionals Network
  • WBA Executive Development Program
  • ABA Emerging Leader
  • WTB Government Relations Representative

Education

  • MBA, Eastern Washington University
  • BA, Eastern Washington University