Founding principals Anthony D. Pell and David J. Callard, together with principal John S. Paolella, bring more than 75 years of investment management and fiduciary expertise to Pelican. As trusted advisors to entrepreneurs, families with inherited wealth and related charitable organizations, they have helped clients to understand their short-and long-term financial situations and have provided unfailing advice and solutions to achieve their financial objectives.

David Callard (seated left)

Tony Pell (standing)

John Paolella (seated right)