Market Strategist RaeAnn Mitrione Joins Bloomberg Television to Discuss Geopolitical Impact on the Markets
Market Strategist RaeAnn Mitrione joined Bloomberg Television to share perspective on rising geopolitical tensions, oil price volatility, and their potential ripple effects across the global economy. While acknowledging increasing risks, RaeAnn offers a measured, long-term vie highlighting the U.S.’s relative resilience as a net energy exporter and emphasizing the importance of staying disciplined amid market […]
Clarity Family Offices Joins Callan Family Office
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, today announced that the team from Clarity Family Offices, a family wealth consulting firm known for its sophisticated, bespoke advisory services for affluent families and single family offices, has joined the firm. The move strengthens Callan […]
Todd Rabold Speaks with Money FM on the AI Trade, Tariffs and the Next Leg for U.S. Markets
Todd Rabold, Investment Management Partner, joined Money FM recently, discussing how investors are reassessing AI valuations and hyperscalers’ capex race. He also discusses the latest relatively weak US Q4 GDP print, tariff uncertainty, and what a steady Federal Reserve means for rate cuts this year. Please listen to Todd’s complete interview here
After Supreme Court Ruling, Doug Evans Discusses New Landscape for Tariff Risk
Chief Investment Officer Doug Evans was recently interviewed by The Daily Upside on Callan Family Office’s views of the recent Supreme Court decision on tariffs. The SCOTUS ruling could also ease pressure on the Federal Reserve to keep rates elevated, Doug said. The lower tariff risk may allow for a less aggressive stance this year. […]
Market Strategist RaeAnn Mitrione Speaks with Bloomberg Surveillance on Market Trends
Market Strategist RaeAnn Mitrione joined Bloomberg Surveillance to share our perspective on the current market environment and what it means for investors. She discussed the recent rotation away from tech leadership, the importance of maintaining global diversification, how fixed income and alternative investments are being positioned, and why strong fundamentals continue to support a constructive […]
Callan Family Office Webinar Series: Protecting Your Wealth in a Digital World. What Every Investor Needs to Know
https://vimeo.com/1161605599?share=copy&fl=sv&fe=ci In today’s digital world, it is increasingly challenging to keep track of what is real, fake, or spam. While new technology – and the rapid growth of AI – has made life more convenient, it has also created more risks. Cybersecurity threats are growing more sophisticated, and protecting your personal and financial information has […]
Market Strategist RaeAnn Mitrione Breaks Down What is Driving the Market on Bloomberg TV
https://vimeo.com/1161536923 Market Strategist RaeAnn Mitrione joined Bloomberg TV to discuss the impact of stronger corporate earnings on stocks, as well as other trends driving the markets.
Callan Family Office Crosses $10 Billion in Assets Under Management
Callan Family Office today announced that it has surpassed $10 billion in assets under management. As of December 31, 2025, Callan Family Office reported more than $10 billion in assets under management, across 73 clients. The growth has been entirely organic and comes less than four years after the firm was established. “The partners […]
What is the Importance of Tax-Efficient Investing? Dan Burke Discusses with Barron’s
Chief Technology Officer and Investment Partner Dan Burke was recently interviewed by Barron’s about Callan Family Office’s approach to tax-efficient investing. “We actually start with portfolio design, making sure we’re allocating to asset classes from the perspective of after-tax returns,” Dan said. “Everybody is familiar with the annual capital market exercise that every large firm […]
How Wealthy Families Should Approach Stewardship
In an era where family wealth can span continents and generations, one of the most understated — and often overlooked — challenges is stewardship. While financial performance will always be essential, stewardship is the mindset that transforms capital into a shared legacy of purpose, responsibility and connection. At its core, it’s about preparing people, not […]