Apr 9, 2024
An Abbot Downing breakaway, but not exactly, Callan Family Office hits $5 billion of AUM after just two years using a creative 'Callan' brand deal and a partnership model
In the wake Wells Fargo's 'Abbot Downing' brand kill-off, Jack Ginter struck a platinum brand deal of his own, took his UHNW act to an RIA, and scored explosive 'organic' growth