Callan Family Office Appoints Chuck Moore as Director of Data Solutions & Reporting

PHILADELPHIA, Sept. 23, 2026 /CourierPR/ -- Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations, and endowments across the United States, has appointed Chuck Moore as the Director of Data Solutions & Reporting. The move underscores the firm's commitment to enhancing its technology and data infrastructure to better serve its clients.

Moore will lead the firm's financial data ecosystem and reporting platform strategy, focusing on ensuring the integrity, accuracy, and accessibility of client data. His role involves delivering sophisticated reporting solutions that support informed decision-making for ultra-high-net-worth families, family offices, and advisors. As the business owner for data solutions and reporting, Moore will partner closely with the Operations, Technology, Investment Management, and Client Service teams to enhance scalability, efficiency, and the client experience.

Prior to joining Callan Family Office, Moore served as Assistant Vice President and Team Lead of Data Solutions at iCapital, formerly Mirador, where he was recognized as a firm-wide expert on the Addepar platform. During his tenure, he led enterprise-level implementations for large registered investment advisory firms, family offices, and ultra-high-net-worth advisory teams, developed standardized onboarding and reporting processes, and built high-performing teams focused on platform implementation and client support.

Moore's track record of building standardized, scalable reporting infrastructure for complex advisory businesses will directly benefit Callan Family Office's clients and the advisors who serve them. His experience and expertise will be crucial as the firm continues to scale its data and reporting capabilities.

Moore will oversee the firm's reporting infrastructure with a particular focus on Addepar as the central source of truth for client financial information. He will be responsible for data governance, platform utilization, reporting standardization, and cross-system integration, ensuring seamless connectivity across the firm's technology ecosystem. He will work closely with advisors and clients to translate complex financial data into meaningful insights through customized reporting, performance analysis, consolidated balance sheets, and family office reporting solutions. Moore will also lead initiatives focused on automation, operational efficiency, and process improvement to strengthen the firm's reporting capabilities and support future growth.

Callan Family Office, independently owned and operated, was founded by experienced wealth professionals to provide investment management, thoughtful personalized advice, and holistic financial planning to ultra-high-net-worth families, family offices, foundations, and endowments. The firm's principals have spent their careers serving ultra-high-net-worth clients, family offices, and institutions.