Wells Fargo Execs Break Away to Launch Family Office Under Callan Name


Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultra-wealthy and aims to compete with the big private banks.

Jack Ginter, former president of Abbot Downing, a business of Wells Fargo, has left the wirehouse to create Callan Family Office, an independent wealth management firm that will provide high-touch and customized services for ultra-high-net-worth families, foundations and endowments, akin to those found at a large private bank.

Amy Jucoski, former Abbot Downing senior director of planning and former senior director of advice for the Eastern and Northeast divisions of Wells Fargo Private Bank, will join the firm as head of legacy and wealth planning and founding partner.

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