Tag: Family Offices
The WealthStack Podcast: How AI Is Modernizing Private Markets With Arch’s Ryan Eisenman

The WealthStack Podcast: How AI Is Modernizing Private Markets With Arch’s Ryan Eisenman

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Private markets may be attracting more capital, but the infrastructure behind those investments is still highly fragmented. As firms scale their alternatives businesses, managing data, documents, capital calls and reporting across disconnected systems is creating growing operational complexity.

In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Ryan Eisenman, CEO and co-founder of Arch, to explore how better data, automation and AI can modernize the private markets experience.

Key takeaways:

  • How better look-through data can help firms identify concentration and underlying exposures
  • How centralized, structured data can create a stronger foundation for artificial intelligence
  • Why human judgment remains central to investment decisions while technology helps surface relevant information
  • Why private markets still require so much manual work behind the scenes
  • What RIAs and family offices should consider as they scale their private markets programs

Resources:

Connect with Shannon Rosic:

Connect with Ryan Eisenman:

About Our Guest:

Ryan Eisenman is the Co-Founder and CEO of Arch, a technology platform focused on simplifying the management of private market investments. Arch helps advisors, family offices, institutions, and other allocators centralize investment documents and data while streamlining workflows around K-1 collection, capital calls, distributions, and reporting. Through his work at Arch, Ryan focuses on reducing the administrative burden associated with private investments and giving investment teams more organized, accessible data to support their decision-making.

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The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke

The WealthStack Podcast: Inside the CTO Mindset at a Modern Family Office with Dan Burke

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Family offices sit at the intersection of complexity and innovation, where the stakes are high and trust is everything. The challenge isn’t just adopting new tools, but ensuring they deliver security, transparency, and personalization for ultra-high-net-worth families. In this environment, technology has shifted from back-office infrastructure to the front line of client engagement.

In this episode, host Shannon Rosic speaks with Dan Burke, chief technology officer and founding partner at Callan Family Office, about how CTOs balance innovation with risk, build client-driven tech roadmaps, and why reporting and data remain the backbone of digital transformation in wealth management.

They discuss:

  • His journey from investment analyst to CTO and the founding of Callan Family Office
  • Why ultra-high-net-worth families need more than just investment management
  • The role of trust, data and assumptions in adopting AI tools
  • How Callan approaches risk management, cybersecurity and process improvement
  • The Tax Overlay Management program for after-tax optimization

Resources:

Connect with Shannon Rosic:

Connect with Dan Burke:

About Our Guest:

Dan Burke serves as Chief Technology Officer at Callan Family Office and leads the development of the firm’s integrated technology offering for ultra-high-net-worth families and family offices.

Dan brings 20 years of tax-efficient portfolio construction and investment technology experience to his role guiding the firm’s technology strategy. He oversees data management, system integration, and the aggregated reporting platform that empowers Callan Family Office professionals to deliver customized advice and solutions. Dan manages a key component of this platform, CFO’s Tax Overlay Management program, and works directly with clients to design portfolios that seek to maximize after-tax, net-of-fee investment returns.

In addition to his technology leadership, Dan serves as a Co-Chair of the Callan Family Office Investment Committee.

Previously, Dan was Managing Director and Head of Institutional OCIO at Wells Fargo Private Bank, leading investment management for its largest institutional and philanthropic clients. He also held senior roles at Abbot Downing, where he led portfolio construction and developed the firm’s tax-efficient portfolio management framework. Dan began his career as an investment analyst at Morgan Stanley.

Dan earned his MBA with High Honors from the University of Chicago Booth School of Business, specializing in Finance, Econometrics, and Statistics. He holds a BBA in Finance, Magna Cum Laude, from Bowling Green State University and is a Chartered Financial Analyst (CFA).

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