Callan Associates

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 10 years.

• Executive Team

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

  • James A. Callahan, Executive VP & Manager
  • Michael J. O'Leary, Jr., Executive VP & Manager
  • Kevin M. Dolsen, Senior VP & Manager
  • John M. Carr, Senior VP & Manager
  • Millie Viqueira, Senior VP & Manager
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• Investment Specialists

  • Virgilio A. Abesamis, III, Senior VP & Manager
  • Kelly S. Cliff, Senior VP & CIO
  • 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 Vice President
  • Mark N. Stahl, Senior Vice President
  • Inga B. Sweet, Senior VP & Manager
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• Independent Adviser Group

  • Eric Davison, Executive VP & Director
  • 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

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• Published Research Group

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