Meet the Team : Mark Callahan

You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team.

We hope you enjoy getting to know us!

Up next: Mark Callahan, Institutional Trading  – Analytics. Watch this short video, where Mark talks about his role at Aptus.





Places I’ve Lived

Dallas, TX born and bred. Have also lived in Norman, OK.

Who I Root For

Anyone giving their best effort. REALLY good sports.

What I Listen To

All music. Anything that hits me right. From Jazz and classical, R&B to old country ballads to rock and Reggae to HipHop, etc. Indie rock all the time.

Food & Drink

Tacos. Thai, Mediterranean, Vietnamese, Indian, you name it. Anything my wife makes. The only food I dislike is celery.

Best Part of My Job

My colleagues, 100%. It’s the reason I sought out working here in the first place. I promised myself I’d only work with good people going forward. And now I am. Working from home is pretty killer too.

Nights & Weekends

Kid stuff. Working out, biking, hiking, reading, football, and playing games.

Favorite Trips

New Zealand and Italy. Every lake house I’ve taken my family to.

Favorite Quote
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel”  – Maya Angelou


Favorite Shows/Movies

Big Lebowski, Shawshank, Dune, Singing in the Rain, The Sting, About Time, Tombstone; the list is infinite. All movies and TV shows that are ranked 7.5 ob (trader jargon) on IMDb



More Team Highlights


Derek Hernquist: Business Developments & Partnerships

Will Gardner: Advisor Transitions & Support

James Yahoudy, CFP: Strategic Consulting & Enterprise Relationships

John Luke Tyner, CFA: Portfolio Manager & Fixed Income

Beckham Wyrick, CFA: Portfolio Manager & Portfolio Reviews

Matt McGowan, CAIA: Strategic Consulting

Clay Calhoun: Trading & Client Services

James Bai: VP of Product Management

John Goldsberry: Facilitator / Operations / Technology

Brett Wickmann: Chief Compliance Officer

Joseph Sykora, CFA: Equity Analyst & Portfolio Reviews