Joe Caballero
Executive Director

Joseph works with families and provides customized services to each family’s unique needs. He understands the complexities of multigenerational wealth, having extensive experience in all aspects of stewardship. Previously, he was a Partner of Fiduciary Investment Council and served as its Chief Operating Officer. He was responsible for the management of services for client portfolios by working with the firm’s Investment Managers. Joseph was a Founding Partner at Perigon Wealth Management and before that a Senior Vice President at First Hawaiian Bank's investment management unit, Bishop Street Capital Management, where he managed private client relationships. Joseph was a Vice President and Client Manager at JP Morgan Private Bank (formerly Chase Manhattan Private Bank) where he helped manage approximately $1 Billion of private client portfolios. Joseph also served as an Investment Associate at Northern Trust Bank working with a senior portfolio management team overseeing $700 million in private client assets after starting his career as an analyst in the trust division of Santa Barbara Bank & Trust. A native of Santa Barbara, California, Joseph holds a B.A. from the University of California at Santa Barbara, and also did graduate study in Political Science at U.C. Santa Barbara.