Advisory and Service Associate
Callie is an Advisory and Service Associate at Omnia Family Wealth. In this role, she works to effectively address client needs and aid in analyzing the client’s wealth structure, planning and philanthropic goals.
Before joining Omnia, Callie worked as a Wealth Management Operations Associate at Morgan Stanley in New York City, where she facilitated client requests, account maintenance and billing, and alternative investment capital calls and distributions for high-net-worth Financial Advisors and their teams.
Callie received her Bachelor of Science in Finance from the University of Dayton. In her free time, she enjoys trying new workout classes, cooking and going to the beach. She also supports philanthropic causes such as homelessness and mental health by attending and organizing events in her community.