Omnia Family Wealth
Callie Ponce is an Advisory and Service Associate at Omnia Family Wealth since February 2022, following previous roles at Morgan Stanley as a Wealth Management Operations Associate and Analyst from July 2019 to February 2022. Callie also gained experience as a Consumers Sector Analyst at the Davis Center for Portfolio Management at the University of Dayton from January to May 2019 and as a Finance Intern at Ameriprise Financial Services, Inc. during the summer of 2018. Callie holds a Bachelor's of Science Degree in Business Administration with a focus on Finance from the University of Dayton, where attendance spanned from 2015 to 2019, and graduated with a diploma from Tenafly High School in 2015.
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Omnia Family Wealth
Omnia Family Wealth is a multi-family office based in Aventura, Florida. The firm is comprised of financial industry veterans who decided they wanted to be able to freely place their clients’ interests first. The firm was formed from a desire to provide independent, multi-generational advice, without conflicts of interest or sales mandates.