Professional Bio
At Callan Family Office, Michael brings his 31 years of experience in
the financial services industry to advise multi-generational families
and individuals on strategic financial and estate planning to help
clients meet their financial goals. As a client manager, Michael serves
as a chief financial officer for his clients, interacting with them daily
to provide Callan Family Office’s holistic suite of integrated services
while collaborating with his clients’ advisors. Michael also works
closely with his clients around their philanthropic endeavors.
Prior to Callan Family Office, Michael was a managing director for
Abbot Downing, Wells Fargo’s ultra-high-net-worth practice. At
Abbot Downing Michael provided a comprehensive suite of services,
managing all areas of financial and estate planning, private banking,
trust administration, and investment management for his clients.
Previously, Michael held various positions within Wells Fargo’s wealth
and investment management group providing advice on private
banking, trust and estate planning, investment management, and
family dynamics.
Michael is a graduate of the University of Pennsylvania, where he
earned a bachelor’s degree in International Relations. He also has
master’s degree in financial planning and analysis from Saint Joseph
University’s Haub School of Business.
