David Ruff

David Ruff Email and Phone Number

Relationship Manager at Callan Family Office @ Callan Family Office
David Ruff's Location
Raleigh, North Carolina, United States, United States
David Ruff's Contact Details

David Ruff work email

David Ruff personal email

n/a
About David Ruff

With nearly four decades of experience serving ultra-high-net-worth families, David Ruff serves as a relationship manager for Callan Family Office. David works closely with the planning and investment teams to provide the highest level of service to all his clients. He also plays a critical role on the trust and estates side of the business, helping to coordinate and implement sophisticated planning strategies for multi-generational families.Before joining Callan Family Office, David spent more than 20 years with Wells Fargo and its predecessor companies. He was a senior trust advisor and administered complex family engagements. In 2011, he moved to Abbot Downing, Wells Fargo’s ultra-high-net-worth business, as a relationship manager and remained with its successor company Wells Fargo ‘The Private Bank.’David earned his Bachelor of Business Administration degree in trust management from Campbell University and has earned both the Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA®) designations. Since 2003, he has been an active volunteer at the Wells Fargo Championship Golf Tournament in Charlotte, N.C., which benefits nonprofits such as Teach for America.__Callan Family Office is not affiliated with Callan LLC. Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

David Ruff's Current Company Details
Callan Family Office

Callan Family Office

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Relationship Manager at Callan Family Office
David Ruff Work Experience Details
  • Callan Family Office
    Relationship Manager
    Callan Family Office Sep 2023 - Present
    Raleigh, North Carolina, United States
  • Abbot Downing
    Relationship Manager
    Abbot Downing

David Ruff Education Details

Frequently Asked Questions about David Ruff

What company does David Ruff work for?

David Ruff works for Callan Family Office

What is David Ruff's role at the current company?

David Ruff's current role is Relationship Manager at Callan Family Office.

What is David Ruff's email address?

David Ruff's email address is da****@****ing.com

What schools did David Ruff attend?

David Ruff attended Campbell University.

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