Callie Shanley

Callie Shanley is a Client Advisor in Bernstein Private Wealth Management’s Boston office. In partnership with Darius Sidebotham, she works primarily with business owners and founders before and after liquidity events, helping them navigate the financial complexities that accompany growth, transition, and sale. Her practice also includes multigenerational families, executives, and foundations.

Callie partners closely with clients and their broader advisory teams—including investment bankers, attorneys, and CPAs—to plan around key inflection points such as business sales, tax optimization, and long-term wealth structuring. She brings together Bernstein’s investment strategy and wealth planning capabilities to help clients make informed decisions before, during, and after a transaction, with an emphasis on preserving and compounding wealth across the transition.

She transitioned to her current role in 2022 after joining the firm in 2018, where she spent four years focused on client service and portfolio implementation. Callie graduated cum laude from the University of Delaware with a BA in political science and psychology. Outside of Bernstein, she enjoys reading, spending time with family, traveling, and being on the water.