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Top related persons:
Callan - 2 RaeAnn - 1 tech's outperformance - 1 Stephanie Link - 1 Hightower - 1 Mitrione - 1 Link - 1
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Investment - 3 Family - 2 Tech - 1 PRO - 1 Worldwide - 1 Federal - 1 Callan Family - 1 Worldwide Exchange - 1

Search resuls for: "Callan Family"


8 mentions found


☆ Mitrione: The market is really happy with lower rates. Tech benefits a lot from them.
  + stars: | 2024-09-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMitrione: The market is really happy with lower rates. Tech benefits a lot from them. RaeAnn Mitrione, Investment Management Partner at Callan Family Office, discusses the recent Fed rate cut, noting tech's outperformance and its benefit from lower rates.
Persons: RaeAnn, tech's outperformance Organizations: Tech, Investment, Family
☆ Exxon is trading at 'extremely cheap' levels right now, says investor Stephanie Link
  + stars: | 2024-09-23 | by ( Frank Holland | In Frank-Holland | ) www.cnbc.com   time to read: +2 min
(This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. ET each day) Investors are watching the trend in small caps and value stocks and how the Federal Reserve rate cut last week could impact that trade. Worldwide Exchange word of the day: Confidence Stephanie Link of Hightower said she's constructive about the market, but still expects to see some volatility. Worldwide Exchange pick: Exxon Link says Exxon (XOM) is currently trading at an attractive entry point at 14-times forward earnings. XOM YTD mountain Exxon YTD
Persons: Stephanie Link, Hightower, Callan, Mitrione, Link Organizations: PRO, Worldwide, Federal, Callan Family, Worldwide Exchange, Exxon Link, Exxon
☆ Mitrione: As long as rate cuts are still on the table, yields should tick down
  + stars: | 2024-06-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMitrione: As long as rate cuts are still on the table, yields should tick downRaeAnn Mitrione, Investment Management Partner at the Callan Family Office, discusses the busy week of economic data and its impact on the markets.
Organizations: Investment Locations: Callan
☆ Mitrione: Markets could move higher if CPI comes in line with estimates
  + stars: | 2024-05-13 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMitrione: Markets could move higher if CPI comes in line with estimatesRaeAnne Mitrione, Investment Management Partner at Callan Family Office, discusses the consumer, inflation, and the market's record run.
Organizations: Investment, Family
☆ Mitrione: Markets can still do really well while the Fed is on pause
  + stars: | 2024-04-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMitrione: Markets can still do really well while the Fed is on pauseRaeAnn Mitrione, investment management partner for the Callan Family Office, discusses expectations for the markets ahead of a possible first Fed rate cut this summer.
Persons: Callan
☆ How the president of Abbot Downing tried to save the Wells Fargo unit for the ultra-rich from being folded
  + stars: | 2023-05-16 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +4 min
Wells Fargo folded Abbot Downing, which served the bank's wealthiest clients, in late 2020. In late 2020, Wells Fargo disbanded Abbot Downing, the unit that catered to the bank's wealthiest clients. Abbot Downing was folded into Wells Fargo's private bank, which also serves rich clients, but it wasn't a safe haven. Business Wire via APGinter left Wells Fargo in September 2021 to launch a new registered investment advisor the following March. Some ex-Abbot Downing employees refer to Callan the "new Abbot Downing" for its focus on the ultra-rich set.
☆ Abbot Downing's president pitched a buyout to save the Wells Fargo unit from being folded. The bank said no, and employees have fled.
  + stars: | 2023-05-11 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +4 min
Wells Fargo folded Abbot Downing, which served the bank's wealthiest clients, in late 2020. In late 2020, Wells Fargo disbanded Abbot Downing, the unit that catered to the bank's wealthiest clients. Abbot Downing was folded into Wells Fargo's private bank, which also serves rich clients, but it wasn't a safe haven. Business Wire via APGinter left Wells Fargo in September 2021 to launch a new registered investment advisor the following March. Some ex-Abbot Downing employees refer to Callan the "new Abbot Downing" for its focus on the ultra-rich set.
☆ Inside Wells Fargo's 'chaotic' journey to transform its services for the ultrarich
  + stars: | 2023-05-04 | by ( Hayley Cuccinello | Reed Alexander | ) www.businessinsider.com   time to read: +23 min
In late 2020, some 300 Wells Fargo employees were summoned to a conference call. "I actually welcomed that, although I did like Abbot Downing," he said of folding Abbot Downing into the private bank. One team of legacy Abbot Downing employees with $3.5 billion in assets left for Hirtle Callaghan in June 2021. Today, Ginter runs a registered investment advisor called Callan Family Office, which some former Abbot Downing employees refer to as "the new Abbot Downing." Are you a current or former client of Wells Fargo Private Bank or Abbot Downing?
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