At Callan Family Office, RaeAnn is responsible for providing ultra-high-net-worth clients with strategic long-term investment guidance through a disciplined, comprehensive, and objective planning process. With nearly 20 years of experience, she collaborates with individuals, families, and foundations to create customized investment solutions tailored to each client’s unique needs and preferences while ultimately working to achieve their individual and multi-generational financial goals.

In addition to her work with clients, RaeAnn serves on Callan Family Office’s Due Diligence Committee responsible for oversight, review, and approval of managed investment solutions. She also oversees the firm’s digital marketing efforts and regularly represents Callan Family Office in the media.

Prior to Callan Family Office, RaeAnn was a Managing Director and Senior Portfolio Manager at Abbot Downing, Wells Fargo’s ultra-high-net-worth business. RaeAnn began her career with Lydian Bank & Trust, a boutique bank and wealth management firm focused on serving high-net-worth families.

RaeAnn is a graduate of Vanderbilt University, where she earned a Bachelor of Science degree in Psychology. She later earned an MBA degree from the University of Miami, with concentrations in Finance and Marketing.
RaeAnn holds the designation of Chartered Financial Analyst (CFA) and is a member of the CFA Institute and the CFA Society of South Florida.