Our People

Our people are our greatest asset. Now in our fourth decade as an employee-owned firm, we pride ourselves on our ability to attract and retain the brightest investment professionals in our industry. In a business that is critically dependent on the tenure of its people, our average consulting professional has been with the firm for over 13 years.

  • Executive Team

    • Edwin C. Callan, Chairman Emeritus
    • Ronald D. Peyton, Chairman & CEO
    • Gregory C. Allen, President
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  • Fund Sponsor Consulting

    • James A. Callahan, Executive VP & Manager
    • Toni L. Brown, Executive VP & Manager
    • Michael J. O'Leary, Jr., Executive VP & Manager
    • Clifford G. Axelson, Jr., Senior VP & Manager
    • Kevin M. Dolsen, Senior VP & Manager
    • John M. Carr, Senior VP & Manager
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  • Investment Specialists

    • Virgilio A. Abesamis, III, Senior VP & Manager
    • Gregory F. DeForrest, Senior VP & Manager
    • Jay V. Kloepfer, Executive VP & Director
    • Lori Lucas, Executive Vice President
    • James C. McKee, Senior VP & Manager
    • Gary W. Robertson, Senior VP & Manager
    • Jamie K. Shen, Senior VP & Manager
    • Mark N. Stahl, Senior Vice President
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  • Independent Adviser Group

    • Eric Davison, Executive VP & Manager
    • Brent Considine, Senior Vice President
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  • Institutional Consulting Group

    • Judith H. McKinney, Executive VP & Manager
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  • Trust Advisory Group

    • Kelly S. Cliff, Senior VP & CIO
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  • Published Research Group

    • Inga B. Sweet, Senior VP & Manager
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