Callan Capital Welcomes Daniella Boni

Callan Capital is pleased to announce and welcome Daniella Boni as the firm’s Marketing Director.  Daniella is responsible for all of Callan Capital’s marketing efforts including building and maintaining its online presence, social media, public relations, client events and client communications.

Daniella began her financial services marketing career at State Street Bank and Trust. She spent 5 years at Crestwood Advisors, a Boston-based wealth management firm, where she was responsible for implementing the marketing strategy. In 2012, she joined Fidelity Investments, working across retail, intermediary and institutional distribution channels to market Fidelity products and services.  Daniella said “I am excited and grateful to have the opportunity to help strengthen Callan’s marketing efforts in order to contribute to the firm’s growth.”

Daniella earned a BS in Marketing from Fairfield University in Fairfield, CT and an MBA in Marketing from Northeastern University in Boston, MA. She is a member of the American Marketing Association and PAICR, a financial services marketing association. She is also a mentor through the Big Brothers/Big Sisters organization.

“I am thrilled to have Daniella join our team as Marketing Director.  As Callan Capital continues to grow, I know her experience & expertise are exactly what we need to introduce our services to new markets.”  – Trevor Callan, Managing Partner, Callan Capital.

Daniella can be reached at or (866) 912-4888.

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