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Articles tagged "Callan Family Office"


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Jack Ginter: The overwhelming majority went through an RFP or RFP-like [request for proposal] process

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

April 9, 2024 at 2:00 AM

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