At Callan Family Office, Michael brings over 30 years of experience in the financial services industry to advise multi-generational families and individuals on strategic financial and estate planning to help clients meet their financial goals. As a Relationship Manager, Michael serves as a chief financial officer for his clients, interacting with them daily to provide Callan Family Office’s holistic suite of integrated services while collaborating with his clients’ advisors. Michael also works closely with his clients around their philanthropic endeavors.

In addition to Michael’s role as a Relationship Manager, he serves on Callan Family Office’s Executive Management Committee. He also serves on the Marketing and Communications and Family Office Services and Advisory Consulting Committees.

Prior to Callan Family Office, Michael was a Managing Director for Abbot Downing, Wells Fargo’s ultra-high-net-worth practice. At Abbot Downing, Michael provided a comprehensive suite of services, managing all areas of financial and estate planning, private banking, trust administration, and investment management for his clients.
Michael is a graduate of the University of Pennsylvania, where he earned a bachelor’s degree in international relations. He holds a master’s degree in financial planning and analysis from Saint Joseph University’s Haub School of Business. He is also a Certified Financial Planner™ (CFP®).

Michael currently serves as a board member of Circle Haven and is active in the Medford Lakes Canoe Carnival.