RaeAnn A. Mitrione, CFA
At Callan Family Office, RaeAnn Mitrione is responsible for providing ultra-high-net-worth clients with strategic long-term investment guidance through a disciplined, comprehensive, and objective planning process. With 15 years of experience, she collaborates with individuals, families, and foundations to create customized investment solutions tailored to each client’s unique needs and preferences while ultimately working to achieve their individual and multi-generational financial goals.
Prior to Callan Family Office, RaeAnn was a managing director and senior portfolio manager at Abbot Downing, Wells Fargo’s ultra-high-net-worth business. In this role, RaeAnn managed a number of client relationships with a focus on developing, implementing, and overseeing complex investment strategies.
RaeAnn began her career with Lydian Bank & Trust, a boutique bank and wealth management firm focused on serving high-net-worth families. As an investment analyst, she was responsible for creating and managing custom portfolios for clients.
RaeAnn is a graduate of Vanderbilt University, where she earned a bachelor’s degree in psychology. She also has an MBA degree from the University of Miami, with concentrations in finance and marketing.
RaeAnn holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of South Florida.
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