Callan Family Office today announced that Chuck Moore has joined the firm as Director of Data Solutions & Reporting.
In this role, Moore leads the firm’s financial data ecosystem and reporting platform strategy across the Family Office Services & Advisory platform. He is responsible for ensuring the integrity, accuracy, and accessibility of client data while delivering sophisticated reporting solutions that support informed decision-making for ultra-high-net-worth families, family offices, and advisors. As the firm’s business owner for data solutions and reporting, Moore partners closely with Operations, Technology, Investment Management, and Client Service teams to enhance scalability, efficiency, and the client experience.
“As our clients’ financial lives grow more complex, the ability to deliver timely, accurate, and meaningful reporting has never been more critical,” said Jack Ginter, Chief Executive Officer of Callan Family Office. “Chuck’s arrival underscores our continued investment in the technology and talent that allow us to serve ultra-high-net-worth families at the highest level.”
Please read the complete announcement here.