Daniella M. Boni

Managing Director, Marketing & Communications at Callan Capital LLC

Daniella M. Boni

Daniella M. Boni

Managing Director, Marketing & Communications at Callan Capital LLC

Biography

Ms. Daniella M. Boni is an Associate at Crestwood Advisors LLC. Prior to joining Crestwood Advisors, Ms. Daniella was a Custody Fund Accountant at Investors Bank and Trust (now State Street Corporation), in Boston.Ms. Daniella received a BS from Fairfield University. Daniella is pursuing an MBA from Northeastern University and is a Big Brother/Big Sister volunteer.

Overview
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131

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Co-Founder at Callan Capital LLC

Relationship likelihood: Strong

Managing Partner, Chief Compliance Officer at Callan Capital LLC

Relationship likelihood: Strong

Co-Founder at Callan Capital LLC

Relationship likelihood: Strong

Managing Director, Financial Planning at Callan Capital LLC

Relationship likelihood: Strong

Managing Director, Operations & Client Service at Callan Capital LLC

Relationship likelihood: Strong

Managing Director, Texas at Callan Capital LLC

Relationship likelihood: Strong

Director, Financial Planning at Callan Capital LLC

Relationship likelihood: Average

Client Relationship Manager at Callan Capital LLC

Relationship likelihood: Average

Office Manager at Callan Capital LLC

Relationship likelihood: Average

Senior Associate, Client Service & Compliance at Callan Capital LLC

Relationship likelihood: Average

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Daniella M. Boni
Managing Director, Marketing & Communications at Callan Capital LLC
Education

Fairfield University is a private, co-educational undergraduate and master's level teaching-oriented university located in Fairfield, Connecticut, in the New England region of the United States. It was founded by the Society of Jesus in 1942, and today is one of 28 member institutions of the Association of Jesuit Colleges and Universities. The primary objectives of a Fairfield University education are to develop the creative intellectual potential of its students and to foster in them ethical and religious values and a sense of social responsibility.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern is a leader in worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. Our broad mix of experience-based education programs—our signature cooperative education program, as well as student research, service learning, and global learning—build the connections that enable students to transform their lives. The University offers a comprehensive range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. Northeastern University's accreditation information

Career History
Managing Director, Marketing & Communications
Current

Callan Capital seeks to deliver superior risk-adjusted performance and enhanced returns through tactical, model-driven portfolio design. They believe that wealth is created through the participation in the global markets rather than through speculation. The firm is sensitive to expenses and taxes through the use of low-cost passive strategies in the efficient public markets. Callan Capital takes great care in the placement of investments within taxable and tax-deferred accounts and continually monitors portfolios for tax opportunities.

Associate
Prior

Crestwood Advisors LLC is a Boston-based, SEC-registered independent investment management firm. It delivers comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.

Fund Accountant
Prior

Investors Bank & Trust Co. provides financial services. It processes securities for mutual funds, investment advisors, banks, insurance companies and other asset managers. It has offices in the US, Canada, Ireland and the Cayman Islands. Investors Bank & Trust was founded in 1969 and is located in Boston, MA

Other Affiliations
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