Meet Our Team - Callan Family Office

Our Team

The Callan Family Office team is highly credentialed with decades of experience exclusively serving ultra-high-net-worth families and institutions.

Executive Leadership

Jack Ginter

Chief Executive Officer
Founding Partner

Matthew Robertson, CFA

President
Founding Partner

Amy L. Jucoski, CFP^®

Head of Family Office Services & Advisory
Founding Partner

Douglas W. Evans, CFA, CIMA^®

Chief Investment Officer
Founding Partner

Britt Whitfield, CFA

Executive Managing Director
Founding Partner

John B. Magevney, CFP^®

Client Management
Founding Partner

Daniel Burke, CFA

Chief Technology Officer
Founding Partner

Advisors

Lennie Bell, CTFA

Founding Partner
Client Management

Kevin T. Carroll, CFP^®

Founding Partner
Client Management

Jeffrey R. Erickson, CFA

Managing Director
Investment Management

Mark W. Frazier, CFA, CAIA

Founding Partner
Investment Management

Douglas H. Getty, CFA, CFP^®

Founding Partner
Investment Management

Charles Jandourek, CFA

Founding Partner
Investment Management

Justin J.P. McKnight, CFA, CAIA

Founding Partner
Investment Management

RaeAnn A. Mitrione, CFA

Founding Partner
Investment Management

Todd Rabold, CFA, CAIA

Founding Partner
Investment Management

Thomas J. Raymond, Jr., CFA

Founding Partner
Investment Management

Jeremy V. Rice, CFA

Founding Partner
Investment Management

Joseph L. Rorke, CFA

Founding Partner
Investment Management

David R. Ruff, CFP^®, CTFA^®

Relationship Manager

Michael J. Smolarski, CFP^®

Founding Partner
Client Management

Patrick B. Thompson, CFA, CFP^®

Founding Partner
Investment Management

Stephen J. Trempe, CFA

Founding Partner
Investment Management

Charles Wondra II, CTFA, CFP^®

Founding Partner
Client Management

Advisory & Consulting / Family Office Services

Alexis Capron-Cook

Senior Financial Administration Consultant

Cindy Chase

Managing Director
Financial Administration

Lisa M. Clifford, CPWA^®, CM&AA^®

Managing Director
Business & Transaction Advisory

Jeffrey T. Getty, JD, MS (Tax), CFP^®, CM&AA^®

Managing Director
Business & Transaction Advisory

Cheryl L. Gregor

Senior Financial Administration Consultant

Todd Neal, J.D.

Founding Partner
Managing Director, Wealth Planning & Trust

Betty J. Pettine, CAP^®

Managing Director
Philanthropic Consulting

Austin Warner, JD, CFP^®, CTFA^®

Senior Wealth Planner

Client Service, Administration, and Technology

Hillary K. Allen

Senior Relationship Consultant

Elizabeth S. Bovee, CFP^®

Senior Business Initiatives Consultant

Courtney F. Hayes

Power Platform Lead

Melanie Horvat

Client Management Specialist

Lennis Kennedy

Managing Director of Compliance

Beth Kohler

Senior Relationship Consultant

Kailee Kramer

Senior Relationship Consultant

Dalton Pearman

Data Engineer Lead

Natalie Sumner, CTFA

Client Management Specialist

Tucker Van Cleve, CFP^®

Senior Relationship Consultant