Charles Jandourek, CFA
At Callan Family Office, Charles provides strategic long-term investment guidance to ultra-high-net-worth individuals, families, and foundations through a disciplined, comprehensive, and objective planning process. With over 33 years of investment and management experience, Charles works closely with clients to design and manage investment solutions customized to the specific risk tolerance and return objective of each family member while simultaneously attempting to help the greater family enterprise achieve their long term, multi-generational financial goals.
Prior to Callan Family Office, Charles spent 16 years as a Senior Vice President and Senior Portfolio Manager at Abbot Downing, Wells Fargo’s ultra-high-net-worth business. In this role, Charles focused on developing, implementing, and overseeing complex investment strategies for multigenerational families and foundations. Charles held similar roles with Bank of America and JP Morgan before joining Abbot Downing.
Charles spent the first 11 years of his career with Everen Securities (a predecessor to Wells Fargo Securities) in Strategic Planning, Due Diligence, Marketing and Departmental and Product Management roles.
Charles is a graduate of the University of Wisconsin-Whitewater, where he earned his bachelor’s degree, cum laude, in business administration. Charles is CFA® Charterholder.
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