Callan Family Office Appointed New Data Director
Chuck Moore has joined the Philadelphia-based firm to lead its data strategy and financial reporting initiatives.
Updated on Sept. 28, 2026 in People
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Callan Family Office has hired Chuck Moore as its new director of data solutions and reporting. Moore will manage the firm's data strategy across its Family Office Services and Advisory platform.
Why it matters
The firm is prioritizing the expansion of its financial data and reporting infrastructure to better serve its ultra-high-net-worth client base. This move aims to improve the depth and speed of performance analysis for complex portfolios.
The firm manages operations using Addepar as its primary platform for client financial data. Moore will lead process-improvement initiatives to drive operating efficiency across this infrastructure.
The players
Chuck Moore
He is a former executive at iCapital who has held prior leadership roles at MedStar Health and several wealth management firms.
Callan Family Office
This Philadelphia-based firm provides specialized financial services and advisory platforms for ultra-high-net-worth individuals.
The details
Moore will oversee the integration of reporting with internal systems and lead the implementation of automation tools. These processes are intended to facilitate the creation of customized financial reports for the firm's clients.
Timeline
September 28, 2026: The appointment was confirmed.
Market Landscape
This hiring follows a trend of financial firms deepening their technical expertise to maximize the utility of the Addepar wealth management platform. The shift reflects a competitive arms race among family offices to provide more granular performance analytics to their clients.
Clients of the firm may see an increase in the speed and customization of their periodic financial reporting as new automation is deployed. These changes are designed to provide a clearer view of performance metrics for high-net-worth accounts.
The takeaway
Firms are increasingly treating data reporting infrastructure as a core client-facing service rather than a back-office function. Investors should expect more personalized performance data as wealth management platforms integrate better automation tools.
Further reading
For more updates on professional movements in the city, visit the Philadelphia People section.
Source note: This article includes information reported by MyChesCo.
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