Matthew Stenmark serves as Manager, Financial Administration, where he oversees the day-to-day operations of the firm’s financial administration services and the delivery of financial reporting to ultra-high-net-worth individuals, families, and family office clients.

Matthew manages a portfolio of client relationships while overseeing workflow planning, quality control, and regulatory compliance. He also collaborates with tax advisors, attorneys, investment professionals, and banking partners to deliver an integrated client experience.

Prior to joining Callan Family Office, Matthew spent nearly nine years with Grant Thornton, most recently as an Experienced Audit Manager. He led audit, advisory, and other consulting engagements for public and private companies across a range of industries. He managed client relationships and engagement teams, and advised organizations on complex accounting, financial reporting, and internal control matters.

Matthew earned his Master of Accounting and Bachelor of Science in Accounting from North Carolina State University. He is a Certified Public Accountant (CPA) licensed in North Carolina.