Callan Family Office Hired Data Strategy Director
The firm added a new director to scale its financial reporting and data automation capabilities for high-net-worth clients.
Updated on Sept. 28, 2026 in People
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Philadelphia-based Callan Family Office has appointed Chuck Moore as its new director of data solutions and reporting. Moore will lead data strategy and oversee the integration of internal systems with the firm’s primary platform, Addepar.
Why it matters
The firm is prioritizing an expansion of its financial data and reporting infrastructure to better serve ultra-high-net-worth clients. This move signals a push toward increased operational efficiency through the automation of performance analysis and reporting processes.
The firm has brought on one dedicated director to manage its data stack, overseeing the transition of its reporting operations on the Addepar platform versus its previous internal reporting workflows. This initiative aims to scale technical support across the entire advisory platform.
The players
Callan Family Office
A Philadelphia-based wealth management firm providing comprehensive financial services and advisory support to ultra-high-net-worth clients.
Chuck Moore
The newly appointed director of data solutions and reporting who previously held leadership roles at iCapital, MedStar Health, and other financial institutions.
The details
Moore will spearhead the integration of Addepar with the firm’s internal systems to facilitate customized financial reports and performance tracking for clients. His role focuses on executing automation and process-improvement initiatives designed to streamline how the office manages complex portfolio data. This infrastructure build-out is intended to support the specialized demands of ultra-high-net-worth households.
Timeline
September 28, 2026: The appointment was confirmed.
Market Landscape
The firm's decision to centralize its strategy around the Addepar platform reflects a broader industry trend of family offices shifting toward unified software to manage complex client assets. This follows a period where firms have increasingly moved away from manual legacy systems in favor of integrated data automation.
Operators should review whether their current financial reporting software requires a specialized dedicated lead to maximize output. If your firm manages complex data, consider auditing your platform integrations to identify opportunities for similar automation-driven efficiency gains.
The takeaway
Data-heavy advisory firms are increasingly hiring specialized directors to bridge the gap between complex software platforms and client-facing reporting needs. Monitor your firm's internal reporting latency as a key metric for determining when a dedicated data strategy lead becomes a necessity.
Further reading
For more on shifts in the wealth management sector, visit the People section.
Source note: This article includes information reported by MyChesCo.
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