Matthew Robertson, CFA


Building on his decades of business and investment experience, Matthew Robertson is responsible for overall management and business development at Callan Family Office. He works closely with the firm’s partners to build advisor teams, develop cutting-edge services and technologies, and create an exceptional client experience.

Prior to joining Callan Family Office, Matthew was regional managing director at Abbot Downing, Wells Fargo’s ultra-high-net-worth management business.

Matthew has a two decade-long relationship in using Callan’s services to build solutions for clients, stretching back to his time as head of investments for Calibre, Wachovia’s ultra-high-net-worth management business and a predecessor bank of Wells Fargo. In this capacity, he worked closely with Callan to develop one of the industry’s first open-architecture, institutional-quality investment management platforms for ultra-high-net-worth clients.

Prior to Calibre, Matt was director for Wachovia’s Offit Bank, where he was responsible for providing investment consulting services to large multi-generational families.

Before he began his 25-year career at Wells Fargo and its predecessor companies, Matthew held positions as business development officer and senior portfolio manager at Sun Trust.

Matthew is a graduate of Louisiana State University, where he holds a master’s degree in finance. He also earned a bachelor’s degree in business administration from Nicholls University.

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