This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And Above

This CEO Built a $7B Money Management Firm By Building
Relationships with Ultra High Net Worth Investors $50M And Above





Guest


Jack Ginter, Chief Executive Officer, Partner Callan Family
Office (AUM: $7B)





Website:


https://callanfamilyoffice.com/








Bio:


Having extensive experience that extends across
ultra-high-net-worth wealth management and corporate banking,
Jack Ginter is responsible for the firm’s overall growth and
management, with a focus on optimizing the client experience and
delivering exceptional client service. He takes a leading role in
fostering strategic relationships, business development, and team
building. At Callan Family Office, Jack builds on his
three-decade career of creating and building complex businesses.





Prior to Callan Family Office, Jack served as president at Abbot
Downing, Wells Fargo’s ultra-high-net-worth business, where he
oversaw the merger of legacy family office businesses, which
ultimately accounted for more than $50 billion in assets under
management. He also served as interim head of The Private Bank at
Wells Fargo in 2021.





In 2008, Jack joined Calibre, Wachovia’s ultra-high-net-worth
management business and a predecessor bank of Wells Fargo, where
he served as the regional managing director in Philadelphia.
Earlier in his career, he worked as the city executive for U.S.
Trust in Philadelphia.





Jack graduated from Saint Joseph’s University in Philadelphia
with a bachelor’s degree in finance. He serves as vice chair of
the board of directors for the Zoological Society of Philadelphia
and was previously an executive advisor to the Wells Fargo
Women’s Team Member Network.