As Managing Director of Compliance at Callan Family Office, Lennis leads the firm’s compliance program, ensuring adherence to applicable laws, regulations, and industry standards. He is dedicated to maintaining the integrity of the compliance program and leveraging technology to enhance efficiency and scalability. With a focus on fostering a culture of compliance and risk awareness, Lennis provides strategic guidance on regulatory matters and promotes a strong ethical framework within the organization.

With over 20 years of experience in financial services, Lennis has developed expertise in compliance, risk management, technology, and process optimization. Before joining Callan Family Office, he served as Vice President of Risk Management at Wells Fargo Private Bank, where he played a key role in developing and overseeing fiduciary investment risk programs. Previously, he was Vice President and Senior Business Initiatives Consultant at Abbot Downing, Wells Fargo’s specialized service for ultra-high-net-worth families, foundations, and endowments.

Lennis earned his bachelor’s degree in Financial Economics from Gustavus Adolphus College in Saint Peter, Minnesota.