At Callan Family Office, Nicholas Obermeier serves as an Alternative Investment Associate, supporting the administration of alternative investments for the firm’s clients. Nick supports the operational processes associated with alternative investments, helping ensure accurate recordkeeping, timely transaction processing and coordination across investment platforms.

Nick supports various aspects of the alternative investment lifecycle, including subscription documentation, capital calls, funding and redemptions. He works closely with investment professionals, custodians, and external fund providers to maintain accurate investment records and ensure data integrity across the firm’s alternative investment platform and related fund portals. Through his attention to detail and coordination with internal and external teams, Nick helps support efficient investment administration and reporting.

Nick earned bachelor’s degrees in finance and economics from the University of Iowa.