Margaret Ellison
Managing Director, Senior Portfolio Manager
30 years in wealth management. Formerly Partner at Wellington Trust. Leads the firm's discretionary portfolio committee.
Senior team
The people who manage your money.
James Whitaker, JD, CFP
Director of Wealth Planning
25 years in estate and tax planning. Previously Senior Counsel at a top-10 trust company. Designs every family's plan personally.
Nadia Okafor, CPA
Director of Family Office Services
18 years serving ultra-high-net-worth families. Built the firm's family office practice from the ground up.
Join us
Work with the best.
We are always looking for experienced advisors who share our ethos. Calder & Ash offers a collaborative, independent-minded culture with no product quotas and a path to equity partnership.
- Experienced advisors only — 10+ years minimum
- Fee-only, fiduciary mindset required
- Direct ownership of client relationships
- Transparent compensation, no hidden incentives
Work with us
The right team, ready for you.
Our advisors have capacity to take on a small number of new client relationships each quarter. Let us see if we are a fit.