Joseph Rorke, CFA

Joseph Rorke

Investment Management

For more than 30 years, Joe Rorke has been providing advice, creating portfolios, and managing portfolios for ultra-high-net-worth families. Before joining Callan Family Office, he spent 22 years with Wells Fargo, the first dozen as a Senior Asset Manager, and the last 10 as Director of Asset Management and Regional Chief Investment Officer with Abbot Downing, the Wells Fargo business unit serving the ultra-high-net-worth families, family office, foundations, and institutions.

Earlier in his career he managed investments for a community bank as well as having responsibility for the relationship and portfolio management for a privately held bank owned by a family whose wealth included oil and mineral interests, Old Masters paintings, and various trusts.

A firm believer in the importance of learning throughout one’s lifetime, one of Joe’s most recent accomplishments was earning his pilot’s license. He says being a pilot and a financial advisor have a lot in common. “The thought process is very similar. A lot of it is preparation and understanding what you’re going to do before you take off,” he says. “That way you never have an emergency, but rather an opportunity to practice the things you’ve already planned for.”

Joe is accredited as Chartered Financial Analyst (CFA) from the CFA Institute and holds a degree in finance from Iowa State University.

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