Chief Operations Officer
Serving as the Chief Operating Officer of Aldwin Callen, Mr. Wolfgang Becker leads the firm's investment management divisions and corporate administrative departments.
Mr. Becker is passionate about the financial advisory sector and has spoken at multiple conferences, participated on various panels, and written articles. He has extensive knowledge of all aspects of running, managing, and growing an independent financial advisory firm.
Mr. Becker previously worked at Custom House Asset Management as Executive Director/Chief Executive Officer, heading the investments, finance, legal, human resources, operations, technology, risk, and strategic planning functions.
What has driven you to your current career path?
Aldwin Callen offers a distinct advisor and client experience that combines the advantages of scale and outstanding technology with high-touch service and a personal touch.
What is the best advice you’ve ever been given?
Always plan your strategy for success. If you need to change your direction, do so; it's better to do so than to live with regret.