Charles Wondra II, CTFA, CFP®

Client Management

At Callan Family Office, Charles brings more than 30 years of financial experience and significant expertise in working with multi-generational families and non-profit organizations to his role at Callan Family Office.

Before joining Callan Family Office, Charles spent 14 years as a managing director at Abbot Downing, the Wells Fargo ultra-high-net-worth practice. He provided sophisticated financial planning, investment management, trust services, credit, and general banking services to family enterprises. In addition, he assisted non-profit organizations in the development of asset allocation strategies, adoption of appropriate spending policies, and business development efforts to grow the foundation assets.

Previously, Charles held positions with JP Morgan Private Bank, Northern Trust, and as a bank examiner with the Federal Reserve Bank of Cleveland.

Charles holds dual degrees in finance and marketing from the University of Akron and has earned both the Certified Financial Planner™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations.

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