Douglas Evans

Douglas W. Evans, CFA, CIMA, is Chief Investment Officer and Founding Partner at Callan Family Office, based in San Francisco, CA. In this capacity, he leads the firm's rigorous investment process, overseeing research, investment strategy, portfolio construction, and risk management for ultra-high-net-worth families, foundations, and endowments. He also serves on the firm’s Executive Management Team and leads the Investment Committee, acting as a key liaison with the Callan Institute, an industry leader in investment research and education.

Doug Evans specializes in developing discretionary investment portfolios spanning both liquid and illiquid asset classes, including equities, fixed income, private equity, real assets, and alternatives. His expertise covers asset allocation, risk management, and portfolio construction for complex, multi-asset-class mandates, often serving as an outsourced CIO for sophisticated family offices and institutional clients.

Previously, Doug was Executive Vice President and Head of Investments at Abbot Downing, where he sat on Wells Fargo's Global Investment Strategies and Global Investment Risk committees, and before that, he led investment efforts at Wells Fargo Family Wealth. He holds a master's in business and economics (with an emphasis in econometrics) and a bachelor's in economics, both from the University of California, Santa Barbara, and is a CFA and CIMA charterholder. Doug is recognized for thought leadership in wealth management and frequently appears in industry media outlets.