Stephen Trempe, CFA in

Stephen Trempe, CFA

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Investment Management & Partner at Callan Family Office
📍 Greater Philadelphia, United States

Stephen Trempe is a Partner and Investment Committee member at Callan Family Office, where he leverages over 20 years of experience in investment management. A CFA charterholder with an MBA from Villanova University, he specializes in creating investment strategies for private clients, institutions, and families with multi-generational wealth.

Previously at Abbot Downing, he was a lead portfolio manager for ultra-affluent families with $50MM+ in investable assets.

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Experience
20 Years
Current Role
Investment Management & Partner
Location
Greater Philadelphia, United States
Personality Overview

How Stephen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stephen cares about

Multi-Generational Wealth
Has a demonstrated history of designing and executing investment strategies for institutions and families with multi-generational wealth at Abbot Downing and Callan Family Office.
Investment Strategy
Contributes to Callan Family Office's investment process, strategy, and execution, leveraging his extensive portfolio management experience.
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Career

Work history

4-2022
Investment Management & Partner
Callan Family Office
6-2021 - 4-2022
Sr. Portfolio Manager
Abbot Downing
4-2010 - 4-2022
Portfolio Manager Asset Management
Abbot Downing
4-2010 - 4-2012
Investment Manager/Analyst
Wells Fargo Family Wealth
5-2009 - 4-2010
Account Executive
Janney Montgomery Scott
In the press

Media appearances

Cresset, Callan Family Office tap veteran leaders for director roles. Featured in InvestmentNews
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Education
1997 - 2001
BA
Bucknell University
2013 - 2017
Master of Business Administration (MBA)
Villanova University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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