Our Associates

Matthew Callero is the President and CEO of Callero Capital Management. He has been serving investor needs in the financial services industry since 2002. As a Chartered Retirement Planning Counselor, he specializes in providing...

Christopher Callero has been a wealth management professional since 1992. Chris earned his CERTIFIED FINANCIAL PLANNER™ certification from DePaul University in 2002. As a CFP® , Chris is proficient at simplifying the...

Currently practicing as a licensed CPA since 2001, Gary joined Callero Capital in 2016 as a licensed assistant. In 2015, he earned his FINRA Series 7 and 66. Gary provides our clients with necessary tax planning to avoid excess...

As our client service coordinator, Cathy joined Callero Capital in 2013. Cathy has worked in the financial services industry for a 14 years and has an extensive background in assisting clients with Personal Financial Services and...