Kaitlin joined Callan Capital in January of 2015. She is responsible for the firm’s portfolio reporting as well as overseeing the firm’s compliance program.
Prior to joining Callan Capital, Kaitlin worked for United Capital in San Francisco and Ameriprise Financial in San Diego, where she assisted nine financial advisors and their clientele.
Kaitlin earned a Bachelor’s degree in Business Administration with an honors concentration in financial services from Saint Mary’s College of California in Moraga. She is a member of Sigma Beta Delta, an international honor society for individuals with high academic achievement in the business, marketing and financial services fields. Kaitlin is also an active member of her church, volunteering her time as a Sunday School teacher.
In her free time, Kaitlin loves exploring all Fort Worth has to offer. She enjoys cooking, baking and spending time with her husband, Mitchell, their daughter, Lyla, and their dogs, Hank and Birdie.