Thomas Raymond

Founding Partner at Callan Family Office

Role: Founding Partner - Callan Family Office at Callan Family Office
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Thomas Raymond

At Callan Family Office, Tom Raymond will draw on over 20 years of investment experience…

Experience

Founding Partner - Callan Family Office
Callan Family Office
Apr 2022 — Present · Radnor, PA, US

Education

Drexel University
MBA
2003 — 2005
Archmere Academy
High School
1994 — 1997
Penn State University
Smeal College of Business
1997 — 2001
Villanova University
Masters of Taxation
2010 — 2013

Skills

Investment Management
Trading
Fixed Income
Investment Advisory
Wealth Management
Macroeconomics
Asset Allocation
Mutual Funds
Investments
Hedge Funds
Portfolio Management
Financial Analysis
Series 7
Equities
Asset Management
Investment Strategies
Alternative Investments

Contact information

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Work email
•••••@callanfamilyoffice.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Callan Family Office

Financial Services · 48 employees · Founded 2022

The needs of ultra-high-net-worth clients go beyond what most wealth managers provide in their offerings to the mass market. The dedicated focus and expertise that these clients expect and deserve can best be provided by a truly independent firm fully focused on delivering precise and objective counsel. At Callan Family Office, we know from decades of working with ultra-high-net-worth families across the country that effectively managing substantial wealth requires strategic thinking, careful planning, and access to an unrestricted range of unique solutions. Fueled by innovation, research, technology, and education, we provide objective advice and counsel to ultra-high-net-worth families, foundations, and endowments. We are laser-focused on placing our clients’ best interests first. Our firm was founded by experienced professionals, and operates under a strategic licensing and servicing arrangement with Callan LLC, a leading independent investment consulting firm that serves institutional investor and investment advisor clients with over $3 trillion in total assets under advisement. Our principals have spent their careers serving ultra-high-net-worth clients and their foundations and endowments and, as Callan Family Office will strive to deliver exceptional results to its clients across all markets. Leveraging our relationship with Callan, we have access to over 45 years of industry research, education, and sophisticated investment guidance. Additionally, through our open architecture platform, we work with clients to select the appropriate banking and trust solutions to meet their unique needs. Through this combination we are committed to redefining the client experience. Our approach is designed to build trust and confidence. We endeavor to bring initiative, outstanding performance, and sophisticated solutions that draw upon decades of industry insight.

callanfamilyoffice.com

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About Thomas Raymond

Experience

Founding Partner - Callan Family Office

Education

Drexel University

Archmere Academy

Penn State University

Villanova University

Skills

Find verified contacts for anyone on LinkedIn