Press

These Are the Finalists for the Inaugural RIA Intel Awards

RIA Intel is pleased to announce the finalists for the inaugural RIA Intel Awards. The group is representative of a growing and innovative industry that is overflowing with talent and great minds. The volume and quality of the nominations submitted far exceeded anything we anticipated — a testament to the industry’s interest in recognizing truly distinguished...

New US Family Office Firm Is Launched

The new organization has been founded by two senior figures from the Abbot Downing business which was renamed last year by parent Wells Fargo. A new family office, taking the Callan name, has been launched by former Abbot Downing senior executives Jack Ginter and Amy Jucoski. Callan Family Office has been founded with the objective of “providing highly-customized...

Former Wells Execs Launch Independent Family Office

A pair of former Wells Fargo wealth management executives has launched a new family office. Jack Ginter and Amy Jucoski have launched Callan Family Office, which serves ultra-high-net-worth families and their foundations and endowments, the company says. Ginter, who is the former president of Wells’ family office unit Abbot Downing as well as former head of Wells Fargo Private Bank, will serve as...

Ex-Abbot Downing head launches UHNW-focused RIA

Jack Ginter is now at the helm of Callan Family Office. Former Abbot Downing head Jack Ginter has launched his own independent RIA targeting the ultra-wealthy. A Form ADV filing from late February indicates that Ginter (pictured) is the majority owner and chief executive of Callan Family Office. Callan Family Office does not list any...

Industry Leaders Launch Callan Family Office for UHNW Clientele

Fueled by innovation, research, technology, and education, Callan Family Office was created to exclusively serve the unique needs of ultra-high-net-worth families, foundations, and endowments. Philadelphia, PA—March 2, 2022— Callan® Family Office has launched with the objective of providing highly-customized solutions to meet the financial needs of ultra-high-net-worth families, foundations, and endowments. The fully independent firm,...

Wells Fargo Execs Break Away to Launch Family Office Under Callan Name

Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultra-wealthy and aims to compete with the big private banks. Jack Ginter, former president of Abbot Downing, a business of Wells Fargo, has left the wirehouse to create Callan Family Office, an independent...

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