At Callan Family Office, Kailee brings over six years of financial services experience working with multi-generational families, individuals, endowments, and foundations. As a senior relationship consultant, Kailee coordinates and oversees the administration of accounts to ensure timely and accurate implementation of clients’ needs, such as opening accounts, collaborating with clients and their advisors to provide comprehensive solutions to their complex needs, providing account administration on foundations through expense management and grant administration, and providing cash flow analysis, tax summary reporting, bill pay, and cash management services.

Previously, Kailee was a senior client service consultant for Abbot Downing, Wells Fargo’s ultra-high-net-worth business unit, where she was responsible for providing client service in the areas of account management, operations, documentation, issue resolution, and technical support.

Kailee is a graduate of Bloomsburg University of Pennsylvania, with a bachelor’s degree in finance.