Britt Whitfield, Cfa
About Britt Whitfield, Cfa
Bringing more than 20 years of experience to his role at Callan Family Office, Britt Whitfield works with individuals, multi-generational families, and tax-exempt entities on portfolio construction and ongoing investment management. In addition to his investment industry expertise, including after tax portfolio construction methodology, manager search and selection, and institutional performance measurement. Britt also has a leadership role in the overall management of the firm’s business. __ Callan Family Office represents a different approach to wealth management. As an independent firm, we are fully focused on delivering precise and objective counsel. Our firm was founded by highly credentialed professionals and leverages the investment insight, research, and opportunities of Callan LLC, one of the largest independently owned investment consulting firms in the US and serving institutional and investment advisor clients with more than $3 trillion in assets under advisement. Our team consists of family office industry veterans with extensive experience and knowledge in many facets of wealth management. At Callan Family Office, we understand that wealth requires responsibility and is both complex and personal. Our objective is to meet the multidimensional needs of our clients with expertise, integrity, transparency, and original thinking. __ Callan Family Office is not affiliated with Callan LLC. Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.