Callista Polito

Operations Associate

Callista 2025 - headshot - cropped

With several years of experience in the finance industry, Callista is an Operations Associate recognized for her meticulous attention to detail and process-driven mindset. She thrives on understanding complex operational workflows and translating them into streamlined, efficient systems that enhance team performance and consistency.

Callista brings valuable experience from her previous role at a wealth management firm, where she excelled in client communications, event planning, and administrative support. Her background blends a strong commitment to client service with a drive for continuous improvement, making her a reliable and forward-thinking contributor in dynamic, high-performing environments.

Originally from New Jersey, Callista attended college in Virginia and now proudly calls it home. Outside of work, she enjoys an active and fulfilling life with her two dogs, who keep her on her toes and bring joy to her everyday routine.

More Team Members:

Founder and President
Barry Glassman, CFP®
Principal and Client Advisor
Travis Russell, CFP®
Principal and Client Advisor
Lindsay Shetterly, CIMA®, CES™
Principal and Client Advisor
Eric Dunner, J.D., CFP®
Chief Operating Officer
Laura Cheplak

*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Glassman Wealth Services is engaged, or continues to be engaged, to provide investment advisory services.