At Callan Family Office, John brings over 26 years of financial services experience working with multi-generational families, individuals, endowments, and foundations. As a Relationship Manager, John works with individuals and families, providing a complete set of family office services including investment management, estate and financial planning, trust administration, and private banking. Additionally, John uses his expertise to assist institutional non-profits and family foundations in achieving their financial objectives.

In addition to John’s role as a Relationship Manager, he serves on Callan Family Office’s Executive Management Team as well as leads the Marketing and Communications Committee.

Previously, John was a Managing Director and Relationship Manager with Abbot Downing, Wells Fargo’s ultra-high-net-worth wealth management practice. He also held various wealth management positions with Wells Fargo Private Bank.
John graduated from Sewanee: The University of the South with a bachelor’s degree in American Studies and earned a Master of Business Administration from the University of Florida with a concentration in finance. He is also a Certified Financial Planner™ (CFP®).

John currently serves on the board of trustees of the Episcopal School of Jacksonville, was the prior Chair of the Board of St. Mark’s Episcopal Day School as well as the Chair of the Board of the Museum of Science and History in Jacksonville, Florida. John is also a graduate of Leadership Jacksonville.