Wealth Advisor
Cody McCallum is a Wealth Advisor at Lake Street Advisors, where he is responsible for the implementation and monitoring of financial planning and family office services for clients. He works diligently to simplify the financial complexities of ultra-high-net-worth families by deeply understanding what matters most to each client and developing wealth management strategies that align with their unique priorities and goals.
Prior to joining Lake Street, Cody served as an Advisor Consultant with Putnam Investments and later joined UBS, where he became a lead Financial Planner for high-net-worth and ultra-high-net-worth clients in the New England market. He then transitioned into a Financial Advisor role, becoming part of a Forbes Best In State Wealth Management team at UBS, dedicated to serving entrepreneurs and business executives. Cody holds degrees in economics and entrepreneurial leadership studies from Tufts University, along with the CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board and the Accredited Wealth Management AdvisorSM designation from The College for Financial Planning.
Originally from Rutherford, New Jersey, Cody now resides in Sudbury, MA, with his wife, Hannah, and their French Bulldog, Ellie. Cody and Hannah actively support Jhamste International, a loving home and learning community for orphaned, abandoned, and at-risk children from diverse backgrounds of trauma, adversity, and poverty. In his free time, Cody enjoys visiting family and friends, attending sporting events, playing golf, poker, or pool, and spending quality time with Hannah and Ellie.
