Senior Relationship Consultant
With 35 years of financial industry experience, Beth Kohler manages client relationships in conjunction with the firm’s client relationship team. In this role, she coordinates and oversees the administration of accounts to ensure timely and accurate implementation of clients’ needs, such as opening accounts, managing the onboarding process and maintaining client files in concert with company processes and procedures.
Prior to joining Callan Family Office, Beth spent her entire career with Wells Fargo and its predecessor banks. She began her career in banking as an associate with City Federal, a small savings bank, and rose to hold various positions within Wells Fargo’s trust and private banking departments. In 2006, Beth became a client service consultant for Abbot Downing, Wells Fargo’s ultra-high-net-worth business, where she was responsible for overall servicing and administration of client relationships.
Beth has a Bachelor of Science degree from Ohio State University.
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