Callan Associates

Ray Combs,
Assistant Vice President

Ray Combs, Assistant Vice President.  Ray is the client services and events manager for the Callan Investments Institute. Ray joined Callan in 1998 as Client/Prospect Database Coordinator and was responsible for Callan's client, employee, and prospect databases. He organized research, conference, and proposal materials, and worked with the Callan Investments Institute, The Center for Investment Training (The "Callan College"), and plan sponsor consulting offices. Ray was promoted to Client Service Associate in 2001 and works very closely with Gina Falsetto and helps organize and execute Institute Conferences and Workshops. Ray was previously with PageMart Wireless, Inc. as a Collections Analyst in Dallas, Texas. Ray also has twelve years of classroom teaching experience at both the high school and community college levels, lecturing Human Anatomy & Physiology and other science courses.

Ray earned a B.S. in Physiology and an M.S. in Health Science from Oklahoma State University in Stillwater, Oklahoma.

Kathleen Cunnie,
Assistant Vice President

Kathleen Cunnie, Assistant Vice President.  Kathleen is the manager of The Center for Investment Training (The "Callan College"). She is responsible for the course strategy, marketing, planning, and on-site execution of all "Callan College" sessions. The "Callan College" provides basic-to-intermediate level instruction on all components of the investment management process and has become widely distinguished as one of the most beneficial and relevant educational programs in the industry.

Kathleen is also responsible for facilitating all internal educational services, including on-going continuing education and new employee orientations. She organizes Callan corporate events and is responsible for the coordination of all client and prospect visits.  Kathleen maintains Callan's employee statistics used in the RFP process, presentations, proposals, the website, etc. She also maintains Callan's listings in industry directories, and provides data and statistics for industry surveys and questionnaires.

Prior to joining Callan Associates in 1996, Kathleen spent several years working in client service and tenant relations in the commercial property management industry.

Gina Falsetto,
Senior Vice President

Gina Falsetto, Senior Vice President. Gina is the Director for Callan Educational Services. Gina joined Callan in 1995, and oversees the Callan Investments Institute and the "Callan College." Gina is a shareholder of the firm.

The Institute is one of the leading educational facilities for the pensions and investments industry today. It offers continuing education on key investment issues through its national and regional conferences. The Institute also conducts research on important investment trends, undertakes market and statistical surveys among its members, and prepares position papers on timely investment topics. Gina is responsible for overseeing all aspects of the Institute including the educational conferences and workshops held throughout the United States, working with the Institute's 300+ clients, and managing research papers and surveys.

The "Callan College" provides basic-to-intermediate level instruction on all components of the investment management process and has become widely distinguished as one of the most beneficial and relevant educational programs in the industry.

Prior to joining Callan Associates, Gina worked at ShareData, Inc., a software company in Silicon Valley. For four years, she served as Assistant in the Marketing & Sales Department and as Coordinator of the Educational Services Department.

Gina earned a B.A. in International Relations from the University of California at Davis.