Tim Kallas

Tim began his financial career in 1993. Prior to joining Mercer Advisors he worked in both Institutional and private wealth management client advisory roles. Having spent 20 years working for major Investment Banks and managing Institutional Equity Sales and Trading desks on the west coast he brings with him a wealth of experience in Equity Capital Markets and client service. Tim has always believed that placing your clients interests first and working towards their goals should be a financial professional’s primary focus. Tim graduated from Cal Poly, Pomona with a degree in Business and holds the FINRA Series 65. After college, he had the honor of serving as an Infantry Officer in the US Army and graduated from both Airborne and Ranger Schools, leaving the service as a Captain. Tim enjoys fly fishing, skiing and golf and lives in Marin County with his family.