Elizabeth Bovee, CFP®
Senior Business Initiatives Consultant
At Callan Family Office, Elizabeth serves as a Senior Business Initiatives Consultant. In this role, she is charged with executing strategic plans on behalf of the organization focusing on operational excellence and an exceptional client experience.
Elizabeth brings more than a decade of experience in financial services, wealth management, and project implementation to Callan Family Office.
Most recently, Elizabeth served as an Associate Integrated Wealth Advisor at a boutique RIA in the Twin Cities. Previously, she held various client-facing and implementation positions at Abbot Downing, Wells Fargo’s ultra-high-net worth management business.
Her professional credentials include Certified Financial Planner (CFP®), and Claritas® Investment Certificate from the CFA Institute.
She has a Master of Business Administration degree from the University of St. Thomas, Minneapolis, MN, as well as being a St. Thomas Certified Agile Practitioner. Her undergraduate studies were at the University of Minnesota where she earned a Bachelor of Arts in Economics and Management.