With more than 24 years of experience managing complex, multi-generational investment portfolios, Jeremy Rice is responsible for asset allocation and portfolio construction, developing highly customized, institutional-quality investment solutions for Callan Family Office’s ultra-high-net-worth clientele.

In addition to his work with clients, Jeremy serves on Callan Family Office’s Portfolio Construction Committee, bringing together the work of the firm’s Asset Allocation and Due Diligence Committees to create model portfolios comprised of public and private assets. He is also responsible for oversight and trading within the firm’s Tax Overlay Management program.

Previously, Jeremy was a Senior Vice President and Senior Portfolio Manager for Wells Fargo, the successor company to Abbot Downing, Wells Fargo’s ultra-high-net-worth business. Prior to joining Abbot Downing, Jeremy held various portfolio management positions with Wells Fargo Private Bank. He began his career at North Star Resource Group as a Financial Advisor.

Jeremy earned his Bachelor of Science degree in Finance from the Curtis L. Carlson School of Management at the University of Minnesota. Jeremy is a CFA Charterholder. He also serves on the leadership council for the ALS Association Minnesota/North Dakota/South Dakota chapter.