At Callan Family Office, Joshua Post serves as a Platform Operations Associate on the Tax Overlay Management team, supporting the day-to-day operations of the firm’s proprietary technology platform. Joshua focuses on maintaining operational accuracy, improving process efficiency and supporting a high-quality client experience through effective platform administration and workflow management.

Prior to joining Callan Family Office, Joshua was an account associate intern at Computershare, where he helped manage and maintain corporate trust accounts, processed financial transactions and supporting documentation, and assisted account managers with reporting, reconciliations and client communications. Through this experience, he developed a foundation in financial operations, account administration and client service.

Joshua earned a Bachelor of Science in business with a major in finance from the University of Minnesota’s Carlson School of Management.