Our Team

The Callan Family Office team has significant experience serving ultra-high-net-worth families and institutions.

Jack Ginter

Chief Executive Officer
Partner

Matthew Robertson, CFA

President
Partner

Amy Jucoski, CFP^®

Head of Legacy & Wealth Planning
Partner

Douglas W. Evans, CFA, CIMA

Chief Investment Officer
Partner

Britt Whitfield, CFA

Executive Managing Director
Partner

Daniel Burke, CFA

Investment Management
Partner

Mark W. Frazier, CFA, CAIA

Investment Management
Partner

Douglas Getty, CFA, CFP^®

Investment Management
Partner

RaeAnn A. Mitrione, CFA

Investment Management
Partner

Thomas J. Raymond, Jr., CFA

Investment Management
Partner

Stephen J. Trempe, CFA

Investment Management
Partner

Todd Rabold, CFA, CAIA

Investment Management
Partner

Patrick Thompson, CFA, CFP^®

Investment Management
Partner

Charles Jandourek, CFA

Investment Management
Partner

Joseph Rorke, CFA

Investment Management
Partner

Justin McKnight, CFA, CAIA

Investment Management
Partner

Jeremy V. Rice, CFA

Investment Management
Partner

Lennie Bell, CTFA

Client Management
Partner

Kevin Carroll, CFP^®

Client Management
Partner

Todd Neal, J.D.

Client Management
Partner

Michael Smolarski, CFP^®

Client Management
Partner

Charles Wondra II, CTFA, CFP^®

Client Management
Partner

John B. Magevney, CFP^®

Client Management
Partner

Betty Pettine, CAP^®

Managing Director, Philanthropic Consulting

David Ruff, CFP^®, CTFA^®

Relationship Manager

Cindy Chase

Managing Director, Financial Administration

Elizabeth Bovee, CFP^®

Senior Business Initiatives Consultant

Natalie Sumner, CTFA

Client Management Specialist

Melanie Horvat

Client Management Specialist

Beth Kohler

Senior Relationship Consultant

Kailee Kramer

Senior Relationship Consultant

Hillary Allen

Senior Relationship Consultant

Tucker Van Cleve, CFP^®

Senior Relationship Consultant

Courtney Hayes

Power Platform Lead

Dalton Pearman

Data Engineer Lead

Austin Warner, JD, CFP^®, CTFA^®

Senior Wealth Planner

Cheryl Gregor

Senior Financial Administration Consultant

Alexis Capron-Cook

Senior Financial Administration Consultant

Lisa Clifford, CPWA^®, CM&AA^®

Managing Director, Business & Transaction Advisory

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

Managing Director, Business & Transaction Advisory

Jeff Erickson, CFA

Managing Director, Investments

Contact Callan Family Office

Our goal is to orchestrate the opportunities associated with wealth and provide a clear path forward. To learn more about how we can best serve you, please reach out to our team.