Navigating Risk through Generations

On this episode of Seeking Risk: The Fab Rick Show, Rick is joined by Doug Evans and Thomas Raymond from the Callan Family Office. In addition, Fabric’s co-founder and CEO, Govinda Quish will accompany Rick as a host. Together the four discuss partnership, using technology to mitigate risk, innovation in the wealth management space, and planning for future generations. Callan Family Office is an independent firm, fully focused on delivering precise and objective counsel to families, foundations, and institutions. The firm was founded by highly credentialed professionals and leverages the investment insight, research, and opportunities of Callan LLC, a leading independent investment consulting firm serving institutional and investment advisor clients with more than $3 trillion in assets under management. Doug Evans, in his role as Chief Investment Officer, leads Callan Family Office's rigorous investment process comprised of research, investment strategy, portfolio construction, and risk management. Additionally, he plays a crucial role as a vital connection between the firm and the esteemed Callan Institute. Before Callan Family Office, Doug was the executive Vice President and Head of Investments for Abbot Downing. He served on Wells Fargo's Global Investment Strategies and Global Investment Risk committees, which had oversight of 2+ trillion assets. He completed his master's degree in business and economics from The University of California Santa Barbara. With over two decades of experience in the wealth management industry, Tom Raymond brings substantial knowledge to Callan Family Office. Tom is an active member of the investment strategy team, with a focus on asset allocation decisions. He brings his wealth management expertise to Callan Family Office after his time at Abbot Downing, Wells Fargo's ultra-high-net-worth practice, where he dedicated over 15 years of his career. Prior to Abbot Downing, Tom spent five years at Wilmington Trust's wealth advisory group as an investment officer and the main architect for his client portfolios. Tom earned his undergraduate degree from the University Park campus of Penn State.