At Callan Family Office, Kevin brings over 24 years of financial services experience working with multi-generational families, individuals, and foundations. As a Relationship Manager, Kevin works with clients by providing a complete set of family office services including investment management, estate and financial planning, trust administration, and private banking. Additionally, Kevin uses his expertise to assist and educate the next generation to establish sound fundamental knowledge in financial literacy, investing, and identifying financial goals and objectives.

In addition to Kevin’s role as a Relationship Manager, he serves on Callan Family Office’s Risk and Compliance Committee where he helps govern the risk and compliance process, establishes policies and procedures, and provides general oversight affecting the compliance and risk profile of the company, its customers, its employees, vendors, and partners.

Prior to Callan Family Office, Kevin was a Director of Client Management and Client Service for Abbot Downing, Wells Fargo’s ultra-high-net-worth practice. Previously, Kevin held various positions within Wells Fargo’s wealth and investment management group including serving as a trust advisor and an account manager for Calibre, the multi-family office of Wachovia Bank, a predecessor of Wells Fargo.

Kevin graduated from the University of North Carolina at Greensboro with a bachelor’s degree in finance, insurance, and real estate.