Market Strategist RaeAnn Mitrione Breaks Down the Latest Market Drivers on Bloomberg TV
Market Strategist RaeAnn Mitrione joined Bloomberg TV in studio to break down the latest market drivers and what they mean for investors. She noted that September’s nonfarm payroll report may reduce the odds of a December rate cut, even as both labor market data and recent Fed messaging have been mixed. RaeAnn also discussed the […]
Dan Burke Talks About the Mindset of a CTO in the WealthStack Podcast
Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting new tools, but ensuring they deliver security, transparency, and personalization for ultra-high-net-worth families. In this environment, technology has shifted from back-office infrastructure to the front line of client engagement. In a […]
CEO Jack Ginter Tells AssetTV Why Ultra-High-Net-Worth Investors Are Flocking to RIAs
Callan Family Office CEO Jack Ginter discussed how ultra-high-net-worth clients’ needs are evolving, the rise of independent RIAs, and what’s driving industry growth in technology, breakaways, and M&A. Please watch Jack’s complete AssetTV interview here
Todd Rabold Discusses the Labor Market and Equities with Money FM
Todd Rabold, Investment Management Partner, joined Money FM recently, discussing the market’s pullback and ongoing concerns about high valuations in the AI space; what a 22-year high for layoffs in October could mean for Fed policy; the Supreme Court’s hearing on the legality of trade tariffs; and his overall outlook through year-end. Please listen […]
Jeff Erickson Tells InvestmentNews the Fed Isn’t Hindered by Lack of Government Economic Data…Yet
The Federal Reserve may have less information during the government shutdown, but “it’s not flying blind,” Jeff Erickson, Managing Director, Investments, told InvestmentNews recently. He points out that there are alternative sources of information on things like consumer auto and home sales, retail activity and credit card spending. Furthermore, the Federal Reserve continues to gather […]
CEO Jack Ginter Shares How RIAs are Equipped to Serve Ultra-High-Net-Worth Clients in an Interview with Schwab Network
Callan Family Office CEO Jack Ginter joined Schwab Network recently to discuss what truly sets a family office apart from other firms. As Jack shared, ultra-high-net-worth clients are focused on their legacy, access to differentiated investment opportunities, and customized strategies to sustain their wealth across generations. At Callan Family Office, our open architecture allows […]
Market Strategist RaeAnn Mitrione on CNBC: AI Continues to Power the Market
Callan Family Office Market Strategist RaeAnn Mitrione joined Worldwide Exchange where she discussed AI-driven market momentum, earnings concentration, and why investors should diversify amid potential volatility. Please watch RaeAnn’s complete CNBC interview here
How Investors Should View a Rise in Inflation. Britt Whitfield Calms Investor Fears in Discussion with Barron’s
Britt Whitfield, our executive managing director, recently spoke with Barron’s on how we handle what we see as their greatest fear nowaways, a resurgence of inflation. If you get a resurgence of inflation, and the Fed has to really start raising interest rates, there’s a real fear that the economy is going to slow in […]
Callan Family Office Installs SUBSCRIBE to Scale Private Fund Investment Operations
Callan Family Office announced today it has installed SUBSCRIBE, a leading operating system for alternative investments to scale our private fund investment operations for the many ultra-high-net-worth families we serve. “SUBSCRIBE empowers Callan Family Office’s investment partners to digitally implement alternative investments in client portfolios in a more seamless way,” said Douglas Evans, Founding Partner […]
Callan Family Office Webinar Series: Navigating Policy, Politics, and the Economy with Schwab’s Michael Townsend
Unexpected tariff announcements, government shutdowns, drama at the Fed –There is never a dull moment when it comes to the political environment today, and investors and advisors alike are wondering: What is next? In our latest Callan Family Office webinar, Senior Wealth Planner Austin Warner is joined by Charles Schwab’s Washington Insider, Michael Townsend, for an […]