Callan Associates

Ryan Ball,
Vice President

R. Ryan Ball, CFA, Vice President. Ryan is a consultant in Callan's Chicago Consulting office. He works with a variety of plan sponsor clients in the Midwest region including defined benefit plans, defined contribution plans, multi-employer plans, endowments and foundations. His responsibilities include strategic planning, implementation, performance evaluation, and continuing education.

Prior to joining Callan in 2009, Ryan worked at Stratford Advisory Group in Chicago. During his eight years at Stratford, Ryan served as a lead consultant to the firm's institutional clients, led the firm's fixed income research effort and was a member of their Investment Committee. He most recently served as a Managing Director tasked with developing and marketing a hedge fund of funds strategy for Stratford's parent company. Prior to Stratford, Ryan served as a fixed income analyst at Lincoln Capital Management. His work experience also includes serving as an analyst at the Federal Reserve Bank of Chicago.

Ryan earned a B.B.A. in Finance from The University of Iowa and received his MBA in Finance from DePaul University's Kellstadt Graduate School of Business. Ryan earned the right to use the Chartered Financial Analyst designation.

Claudia Bartek,
Assistant Vice President

Claudia Bartek, Assistant Vice President. Claudia joined Callan's New Jersey consulting staff in July of 1996.  Claudia is responsible for supporting consultants in the areas of client service, investment manager reviews, performance measurement, business development, and other special projects. 

Prior to joining Callan, Claudia spent 18 years working for Ohaus Scale Corporation, a manufacturer of scientific weights and balances, providing systems/procedural support across disciplines with management responsibility for New Product Development and Total Customer Satisfaction. 

Janet Becker-Wold,
Senior Vice President

Janet C. Becker-Wold, CFA, Senior Vice President.  Janet is the Manager of Callan's Denver Consulting office. Janet joined the investment management business in 1991.  Her experience at Callan includes all facets of investment consulting including investment policy analysis, asset and liability studies as well as manager search and structure.  She has a particular expertise in international investing and currency management.  Her clients include corporate, public and non-U.S. based funds. Janet is a member of Callan's Management, Manager Search and Defined Contribution Committees.

Janet joined the firm in 1994 from Qwest's (formerly U S WEST) pension fund where she worked in the international equity, fixed income and real estate areas.  While at Callan, she has authored white papers on a variety of international investing issues and is a speaker at industry forums.  Janet was named Money Management Letter's 2003 Consultant of the Year.

Janet received an M.B.A. in Finance from the University of Colorado and a B.S. in Biology from the University of Texas.  She earned the right to use the Chartered Financial Analyst designation. Janet is a shareholder of the firm.

Kenneth Brunke,
Senior Vice President

Kenneth E. Brunke, Jr., Senior Vice President.  Ken is a consultant in Callan's Chicago Consulting office. Ken joined Callan Associates in 1979 and has more than thirty years of experience in pensions and investments. He has client consulting responsibilities in the Chicago Office and serves as Executive Director of the Callan Investments Institute, which he founded in 1980. Ken is a member of Callan's Manager Search committee and is a shareholder of the firm.

Previously, he was Senior Vice President of an investment counseling firm, headed his own management consulting firm, served as Executive Director of the Wiesenberger Corp. Pension Executives Institute, and was Manager of Pensions and Investments for the Inland Steel Co.

Ken earned an M.B.A. from Harvard University Graduate School of Business Administration and graduated with honors in Mechanical Engineering from Purdue University. He has written many articles for business publications and is a frequent speaker at business conferences. Ken was recognized by Institutional Investor in their 25th Anniversary Issue as being responsible for formally establishing the manager search questionnaire process utilized in the tax-exempt fund industry today.

James Callahan,
Executive Vice President

James A. Callahan, CFA, Executive Vice President.  Jim is the Manager of Callan's Fund Sponsor Consulting Group.  In this role, Jim oversees all of Callan's fund sponsor consulting offices.  His clients include public, corporate, and Taft-Hartley pension plans, foundations, and endowments. Jim works directly with his clients in the development of strategic planning including asset allocation and investment policy development, investment manager research and selection, and performance evaluation.  In addition to being a member of Callan's Management Committee, Jim serves on Callan's Manager Search Committee, Client Policy Review Committee, Alternatives Review Committee, Defined Contribution Committee and is a shareholder of the firm.

Jim joined Callan in January 1993 and, prior to joining San Francisco Consulting, was a senior analyst in Callan's Report Services Group. His responsibilities included performance measurement, trading cost analysis, development and testing of new products, and special projects.  Prior to joining Callan, Jim was an analyst/trader with Bankers Trust Company in New York.

Jim earned a B.A. in Economics from Boston College and earned the right to use the Chartered Financial Analyst designation.

Cody Chapman,
Assistant Vice President

Cody Chapman, CFA, Assistant Vice President.  Cody is an associate consultant in Callan's Atlanta Consulting office. Cody joined Callan Associates in 2010. He is responsible for supporting consultants in the areas of client service, investment manager review, performance measurement and other special projects.

Prior to joining Callan, Cody worked as an Analyst at Broad Street Capital Advisors, where he was responsible for manager searches, due-diligence visits, asset allocation studies, performance measurement, maintaining the firm's manager database and other special projects. He also held a seat on the firm's Investment Policy Committee.

Cody received a B.B.A in Finance from the University of Georgia, and has earned the right to use the Chartered Financial Analyst designation. He is a member of CFA Institute and the CFA Society of Atlanta.

Gregory DeForrest,
Senior Vice President

Gregory F. DeForrest, CFA, Senior Vice President.  Greg is a consultant in Callan's San Francisco Consulting Office. He works with a variety of fund sponsor clients, including corporate and public defined benefit plans, corporate defined contribution plans, and endowments and foundations. His client responsibilities include strategic planning and implementation, investment manager review, performance evaluation, continuing education and the coordination of special projects.  Greg is a shareholder of the firm and a member of Callan's Manager Search and Defined Contribution Committees.

Previously Greg was Senior Vice President and Manager of Callan's Global Manager Research Department which provides fundamental and statistical research on investment managers. Greg was responsible for overseeing the quantitative and qualitative analysis of investment managers and the production of research and client reports. Greg joined Callan's Global Manager Research as a fixed income specialty consultant in 2001 and became the manager of the group in 2007.  Greg originally joined Callan Associates in 1998 as a member of the Client Report Services Group. As a Senior Analyst, he was responsible for streamlining investment measurement production, handling special client requests, integrating customized performance analysis, and monitoring new investment developments and their implications on the investment measurement service.

Greg earned a B.A. from Villanova University, and has earned the right to use the Chartered Financial Analyst designation.

Kevin Dolsen,
Senior Vice President

Kevin M. Dolsen, CFA, Senior Vice President.  Kevin is Manager of Callan's Chicago Consulting office.  He is a member of Callan's Management Committee and is a shareholder of the firm.

In addition to managing the Chicago fund sponsor office, Kevin works with foundation, defined benefit and defined contribution clients in the public and corporate sectors. He advises them on the development of strategic investment solutions in the areas of asset allocation and policy statements, manager research and selection and performance evaluation. Kevin sits on Callan's Manager Search and Alternatives Committees.

Kevin spent two years in Callan's Global Manager Research Group, where he was responsible for research and analysis of domestic equity investment managers and manager searches. Prior to that, he spent five years in Callan's Chicago Plan Sponsor Consulting Group, working with a wide variety of clients. He joined Callan Associates in 1999.

Kevin earned a B.A. in History with a minor in Finance from The University of Dayton. He received his MBA in Finance and Strategy at Northwestern's Kellogg School of Management in 2004. Kevin earned the right to use the Chartered Financial Analyst designation.

Paul Erlendson,
Senior Vice President

Paul M. Erlendson, Senior Vice President.  Paul is a senior consultant in Callan's Denver Consulting Office. He is a member of Callan's Client Policy Review, Manager Search and Defined Contribution Committees, and is a shareholder of the firm.   Paul has assisted a variety of institutional investors with a broad array of investment policy formulation, implementation, and evaluation decisions. Paul has twenty-seven years of industry experience and has been with Callan for twenty-four years.

Prior to joining Callan Associates in 1986, Paul served on the staff of a state pension system. His background also includes work in the insurance industry, and a stint as a college instructor. His commitment to education extends to participating in speaking roles at various investment forums.  Paul served as a member of the Pitzer College Parent Leadership Council. Paul earned a B.A. and an M.A. from North Dakota State University.

Elizabeth Hood,
Vice President

Elizabeth B. Hood, CFA, Vice President.  Elizabeth is a consultant in Callan's San Francisco Consulting Office. She works with a variety of fund sponsor clients, including corporate defined benefit and defined contribution plans, public plans, multi-employer plans, endowments and foundations. Her client responsibilities include strategic planning and implementation, investment manager reviews, performance evaluation, continuing education and the coordination of special projects.

Previously Elizabeth was a consultant with Ellwood Associates in Chicago where she was responsible for providing investment consulting expertise for the firm's defined benefit, defined contribution, endowment, foundation and health care clients .  There she was responsible for all facets of the client relationship including: asset allocation, education, portfolio and manager oversight, rebalancing, developing investment guidelines and recommending changes as needed.  She was also responsible for investment manager research and due diligence for domestic growth equity managers.   Prior to that, Elizabeth worked at William Blair & Company and INVESCO N.A.

Elizabeth earned a B.A. from Rhodes College and has earned the right to use the Chartered Financial Analyst designation.

William Howard,
Vice President

William C. Howard, CFA, Vice President.  Bill is a consultant in Callan's Denver Consulting office, Bill works with a variety of fund sponsor clients, including foundations, public defined benefit plans, and corporate defined contribution plans. His responsibilities include strategic planning, implementation, performance evaluation, and continuing education. Bill is a shareholder of the firm and a member of Callan's Manager Search Committee.

Prior to joining Callan in 2001, Bill was a research analyst for Pritchard Investment Management, a registered investment advisor specializing in enhanced index strategies. He began his investment career as a portfolio analyst tracking the performance of investment advisory newsletters at Hulbert Financial Digest

Bill holds an MBA from the University of Denver and a BA from Vanderbilt University.  He has earned the right to use the Chartered Financial Analyst designation.  Bill is a member of the CFA Institute and the CFA Society of Colorado.

Michael Joecken,
Vice President

Michael J. Joecken, Vice President.  Mike is a consultant in Callan's Chicago Consulting office. He works with a variety of plan sponsor clients across the Midwest region, including corporate and public defined benefit plans, corporate defined contribution plans, and foundations. His client responsibilities include strategic planning and implementation, investment manager review, continuing education and the coordination of special projects.  Michael is a shareholder of the firm and is a member of Callan's Defined Contribution Committee.

Mike joined Callan in 2000 as a member of Callan's Institutional Consulting Group, and was responsible for supporting investment manager clients in the East, Southeast, and Midwest.

Mike received his MBA in Finance and Management from Northwestern University's Kellogg School of Management. He earned a B.S. in Finance from the University of Dayton.  His work experience also includes positions at Morgan Stanley Dean Witter and Ameritech.

Mark Kline,
Executive Vice President

Mark A. Kline, Executive Vice President.  Mark is a consultant in Callan's New Jersey Consulting office. Mark joined Callan Associates in 1993 and has more than twenty-five years of experience working with institutional investment funds of all types. Mark is a member of Callan's Management, Manager Search, and Alternative Investments Review Committees, and is a shareholder of the firm.

Prior to joining Callan, Mark was Vice President of The Common Fund where he managed the investment relationship with a number of major endowment funds. He was also responsible for the monitoring and evaluation of many of the investment management firms employed by The Common Fund. Previous to that, he was a Director at Prudential Asset Management Company where he was responsible for representing a broad array of independent investment managers primarily to the pension community.

Mark earned a B.A. in Political Science from St. Michael's College in Winooski, Vermont.

Connie Lee,
Assistant Vice President

Connie Lee, CFA, Assistant Vice President.  Connie is an associate consultant in Callan's San Francisco Consulting office. She supports consultants in the areas of client service, investment manager reviews, performance measurement, business development, and other special projects.

She originally joined Callan Associates in July of 2007. Prior to joining the Fund Sponsor consulting group, she was a Senior Analyst in Client Report Services. Connie was responsible for the production of quarterly and monthly performance reports. She also handled client requests and was involved in the training of new and fellow analysts.

Connie earned a B.A. in Applied Mathematics from the University of California, Berkeley. Connie has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Francisco.

Weston Lewis,
Vice President

Weston Lewis, CFA, Vice President.  Weston is a consultant in Callan's Atlanta Consulting office.  Weston works with a variety of fund sponsor clients across the southeast region, including defined benefit plans, defined contribution plans, endowments and foundations. His responsibilities include performance evaluation, strategic planning, implementation, and coordination of special client proposals and requests.

Prior to his work with Callan Associates, Weston was the Senior Research Analyst for an Atlanta-based regional investment consulting firm, where he was responsible for performing manager searches and due-diligence, developing investment strategy, performance analysis, and other special research projects. His background also includes serving as a financial representative with Washington Mutual Bank.

Weston received a B.A. in Economics from Wake Forest University.  He has earned the right to use the Chartered Financial Analyst® designation and is a member of the Atlanta Society of Financial Analysts.

Karen McKechnie,
Vice President

Karen McKechnie, FFA, Vice President.  Karen is a consultant in Callan's New Jersey Consulting office.  Karen rejoined Callan in February 2011. She works with a variety of fund sponsor clients, including corporate and public defined benefit plans, corporate defined contribution plans, and endowments and foundations.  Her client responsibilities include strategic planning, plan implementation and coordination of special client projects. 

Prior to joining Callan, Karen spent six years as a Senior Investment Consultant at Mercer and has over 15 years investment industry experience.  She earned a B.S. Honors in Actuarial Mathematics and Statistics from Heriot Watt University in Edinburgh, Scotland.  She is a Fellow of the Faculty of Actuaries. 

James O'Connor,
Assistant Vice President

James O'Connor, Assistant Vice President.  Jim is an associate consultant in Callan's Chicago Consulting office.  He joined Callan in 2010.  Jim provides analytical support to the fund sponsor consultants in a variety of areas including current and potential client proposals, manager research, and performance evaluation.

Jim graduated from the University of Dayton with a B.S. in Finance and Business Economics.  He participated in R.I.S.E., which is the world's largest student investment forum.  Also, he was one of fifteen students selected to manage a $10.6 million portfolio, which is one of the top 10 largest undergraduate equity portfolios in the nation.

Michael O'Leary,
Executive Vice President

Michael J. O'Leary, Jr., CFA, Executive Vice President.  Michael is a member of Callan's Client Policy Review and Management committees. He is Chairman of Callan's Manager Search Committee and is a shareholder of the firm.

Michael joined Callan in 1984 in the firm's Chicago office as a senior consultant. He established the firm's Denver office in 1990. Prior to joining Callan, Michael worked for 13 years for major Trust companies in Chicago and Hartford, Connecticut.

While with the Trust companies, he worked as a research analyst, Director of Research, and head of institutional portfolio management. He also served as director of defined contribution services for one trust company and manager of the employee plan services department for another. Throughout his career as an investment professional, he has worked extensively with a broad range of institutional clients including public and corporate retirement plans, foundations, and charitable organizations.

Michael works directly with a number of the firm's major public and private accounts in providing a complete range of investment consulting services. He has extensive personal experience in asset allocation analysis, manager structure analysis, manager selection, performance evaluation, securities lending, and defined contribution plan design and evaluation. He speaks frequently at client conferences, and to professional groups Michael earned a bachelor's degree from Fordham University and earned the right to use the Chartered Financial Analyst designation.

Anthony Pellecchia,
Senior Vice President

Anthony "Bud" Pellecchia, Senior Vice President.  Bud is a consultant in Callan's New Jersey Consulting office. Bud re-joined Callan in September 2009 after two years as Executive Vice President and Chief Trust Officer of Amalgamated Bank of New York. While at Amalgamated Bank, Bud had overall responsibility for the Bank's Institutional Asset Management & Custody Department. Bud served on the Bank's Private Equity Investment Committee and was also the Chair of the Bank's 401(K) Plan Investment Committee.

From 1999 to mid-2007 Bud spent eight years at Callan as a Senior Consultant in the New Jersey office. He worked with a diverse group of clients, which included public and corporate plans as well as several endowments in the northeast. Prior to Callan, Bud spent 12 years with Prudential Investments in a number of sales and management roles within their asset management and consulting divisions. Bud is a graduate of Hamilton College with a B.A. in Economics.

Lisa Pickelsimer,
Assistant Vice President

Lisa K. Pickelsimer, Assistant Vice President.  Lisa is a senior investment analyst and operations manager of Callan's Atlanta Consulting office.  Lisa joined Callan in 2000 and manages the day-to-day operations of the office while providing fund sponsor client and consultant support.  Areas of concentration include performance measurement, investment manager review, research and the coordination of special client projects. 

Lisa began her investment career with the Private Client Group of Merrill Lynch where she served as a Registered Sales Associate for more than 10 years.  In this position, she gained significant exposure to the retail financial sector working with high net worth individuals and small businesses.  Her background also includes experience in sales and marketing with Equifax.

Lisa earned her B.S. in Psychology from Kennesaw State University.

Tom Shingler,
Assistant Vice President

Thomas H. Shingler, Assistant Vice President.  Tom is an associate consultant in Callan's New Jersey Consulting office. He joined Callan Associates in 2010. Tom is responsible for supporting consultants in the areas of client service, investment manager reviews, performance measurement, business development, and other special projects.

Prior to joining Callan, Tom was co-head of consulting at Orion Consultants, a consulting firm serving the fixed income divisions of global investment banks, where he worked for 11 years. He was responsible for managing several client relationships, new business development, and leading the firm's market research studies.

Tom earned a BA in History from Princeton University and an MBA from the University of Pennsylvania Wharton School.

Matthew Shirilla,
Vice President

Matthew J. Shirilla, Vice President.  Matt is a consultant in Callan's Chicago Consulting office.  He works with a variety of fund sponsor clients in the Midwest region including defined benefit plans, defined contribution plans, multi-employer plans, endowments and foundations.  His responsibilities include strategic planning, implementation, performance evaluation and continuing education.  Matt is a member of Callan's Defined Contribution Committee and a shareholder of the firm.

Prior to joining Callan in 2007, Matt worked as a Consultant at Stratford Advisory Group, Chicago Il., where he was a consultant for institutional clients in a lead and supporting role, and led the Non-U.S./Global Equity Research Team.  He also worked as a FX Options Broker Assistant at Cantor Fitzgerald.

Matt received his MBA at DePaul University's Kellstadt Graduate School of Business with concentrations in Investment Management and Finance. He attended Hobart College (Geneva, NY) where he earned a Bachelor of Arts degree in Economics.

John Simmons,
Senior Vice President

John C. Simmons, CFA, Senior Vice President.  John is a consultant in Callan's Chicago Consulting office.  He works with a variety of fund sponsor clients nationally including defined benefit plans, defined contribution plans, multi-employer plans, endowments and foundations. John's responsibilities include strategic planning, implementation, performance evaluation and continuing education.

Prior to joining Callan Associates, John was president and managing director of Nuveen Investment Solutions, formerly known as Richards & Tierney (R&T), and helped Nuveen clients with issues including the establishment and monitoring of investment policy, risk budgeting, the structuring of multiple-manager teams, and performance attribution and risk analysis. John served in many roles at R&T (before its acquisition by Nuveen in 2007), finishing as a principal and senior consultant on several of the firm's institutional retainer relationships.  Before joining R&T, John was in equity research and analysis and risk management following his retirement from professional baseball.

John earned a BA in English (cum laude) and an MBA with an emphasis in Financial Trading and Practice, both from Saint Xavier University.  John has earned the right to use the Chartered Financial Analyst designation and is an active member of a number of organizations, including the CFA Society of Chicago, the CFA Institute, the Economic Club of Chicago, the Executives' Club of Chicago, the Chicago Council on Global Affairs and the Association of Professional Ball Players of America.

Bryan Summers,
Assistant Vice President

Bryan M. Summers,  Assistant Vice President.  Bryan is an investment analyst in Callan's Denver Consulting office. He joined Callan in December, 2009. Bryan provides analytical support to the general consultants in the Denver office in a variety of areas including performance evaluation, manager research, and client projects.

Prior to joining Callan, Bryan worked at UDR, Inc., a large residential REIT. Before joining UDR he worked as a tax consultant at Deloitte, focusing on the financial services industry.He also served in the Air Force as a budget analyst supporting military's weather satellite program.

Bryan graduated from the U.S. Air Force Academy with a BS in Economics and a minor in Russian. He also holds a MS in Finance from the University of Utah. Bryan has passed all 3 levels of the CFA exam and is a member of the CFA Institute and the CFA Society of Colorado. He is also an inactive Certified Public Accountant and member of the AICPA.

Gwelda Swilley-Burke,
Senior Vice President

Gwelda Swilley-Burke, Senior Vice President.  Gwelda is a senior consultant in Callan's Atlanta Consulting office.  Gwelda has over twenty years of experience working with public defined benefit plans, Taft Hartley, and endowments and foundations. At Callan, she is focused on advising institutional clients on asset allocation, manager selection, and performance monitoring.

Prior to joining Callan, Gwelda spent 12 years as a Managing Senior Consultant at Gray & Company, focusing primarily on public funds.  Prior to Gray & Company, Gwelda was a consultant with LCG Associates and worked with public, corporate, endowment and foundations.  Gwelda worked at Watson Wyatt and concentrated primarily with public funds.

Gwelda earned a Bachelor of Arts and Master of Arts in International Affairs with a concentration in Economics from Florida State University.

Michael Swinney,
Vice President

Mike Swinney, CFA, is a Vice President.  Mike is a consultant in Callan's Atlanta Consulting office.  Mike works with a variety of fund sponsor clients including corporate and public defined benefit plans, corporate defined contribution plans, endowments and foundations. His responsibilities include performance evaluation, strategic planning and implementation, investment manager review, and the coordination of special client proposals and requests. Mike is a member of Callan's Defined Contribution Committee.

Prior to joining Callan Associates, Mike was an investment consultant in the Atlanta office of Hewitt EnnisKnupp, serving corporate defined benefit, defined contribution and other institutional clients. He was responsible for all aspects of the client relationship, including asset allocation and investment policy development, investment manager research and selection, and performance evaluation. His background also includes a stint at the Federal Home Loan Bank of Atlanta.

Mike received a Bachelor of Science in Computer Information Management from Life University, and a Bachelor of Commerce in Accounting from the University of Cape Town. He has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Atlanta.

Claire Telleen,
Assistant Vice President

Claire Telleen, Assistant Vice President, Fund Sponsor Consulting.  Claire is an associate consultant in Callan's San Francisco Consulting office.  She supports consultants in the areas of client service, investment manager reviews, performance measurement, business development, and client projects.

Claire joined Callan Associates in October of 2008.  Prior to joining the Fund Sponsor consulting group in 2011, she was a Senior Analyst in Client Report Services where she was responsible for calculating investment returns, preparing monthly and quarterly performance measurement reports, training new analysts, and handling special client requests.

Claire earned a B.A. in Mathematics with a minor in Economics from Boston College, where she was a member of the women's water polo team.

Uvan Tseng,
Vice President

Uvan Tseng, CFA, Vice President.  Uvan is a consultant in Callan's San Francisco Consulting office. Uvan joined Callan Associates in 2008. Uvan works with a variety of fund sponsor clients including corporate defined benefit and defined contribution plans, public plans, endowments and foundations. His responsibilities include client service, investment manager reviews, performance measurement, research and continuing education, business development and coordination of special client proposals and requests.

Prior to joining Callan, Uvan held positions as a Research Analyst/Associate Portfolio Manager at Armory Advisors, a hedge fund with a focus on distressed and special situation investments, and as an Associate Portfolio Manager at Fan Asset Management, an institutional investment management firm catering primarily to fund sponsor clients.  Prior to that, he was a Financial Advisor with Morgan Stanley.  Uvan began his career at Franklin Templeton in the corporate management training program.

Uvan earned a B.A. in Business Economics with a concentration in Accounting from the University of California, Santa Barbara, and a M.B.A. in Finance from Santa Clara University.  Uvan has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Francisco.

Greg Ungerman,
Senior Vice President

Greg T. Ungerman, CFA, Senior Vice President.  Greg is a consultant in Callan's San Francisco Consulting office. Greg works with a variety of plan sponsor clients across the western region, including corporate defined benefit and defined contribution plans plans, foundations/ endowments, multi-employer and public plans.  His client service responsibilities include strategic planning, plan implementation, coordination of special client requests and customized performance reporting.  Greg is a shareholder.

Greg joined Callan in October of 1998. Before joining the Plan Sponsor consulting group in early 2001, Greg was a Senior Analyst in the Client Report Services Group. In that role, Greg specialized in all aspects of performance measurement and analytics and was responsible for managing some of Callan's largest reporting relationships. Prior to joining Callan, he worked as an intern at IMG, organizing professional golf and tennis tournaments.

Greg graduated in 1998 from UC Davis with a B.S. degree in Managerial Economics. Greg earned the right to use the Chartered Financial Analyst designation.  He belongs to the CFA Society of San Francisco and the CFA Institute.

Millie Viqueira,
Senior Vice President

Millie Viqueira, Senior Vice President.  Millie is the Manager of Callan's New Jersey Fund Sponsor Consulting office. Millie joined Callan Associates in 1991 and has more than twenty years of experience in investments and pension consulting. She is a member of Callan's Management, Manager Search and Defined Contribution Committees and is a shareholder of the firm.

Prior to joining the firm, Millie was an Assistant Vice President at Shearson Asset Management, responsible for coordinating institutional marketing efforts. Prior to that, Millie served as an Associate Consultant in the New York branch of SEI Corporation.

Millie received her B.A. in Political Science from Princeton University.

Gordon Weightman,
Vice President

Gordon M. Weightman, CFA, Vice President. Gordie is a consultant in Callan's Denver Consulting office and joined the firm in 2006. He works with defined contribution, defined benefit, and foundation clients providing consulting services in strategic planning, implementation, performance evaluation, education, and research.

Prior to joining Callan, Gordie worked at State Street Corporation in Boston as a Senior Custody Specialist. He gained experience in the mutual fund division working closely with investment managers and clients. Gordie earned his BA in Psychology from Middlebury College and has earned the right to use the Chartered Financial Analyst designation.

Sandra Weiskirch,
Vice President

Sandra K. Weiskirch, CFA, Vice President.  Sandi is a consultant in Callan's Chicago Consulting office.  She works with a variety of fund sponsor clients in the Midwest region including defined benefit plans, defined contribution plans, multi-employer plans, endowments and foundations. Sandi's responsibilities include strategic planning, implementation, performance evaluation and continuing education.

Prior to joining Callan Associates, Sandi was Director of Investment Analytics with Nuveen Investment Solutions.  She was responsible for the production of client performance and risk attribution reporting.  She also conducted research and specialized analysis for both international and domestic research projects including maintaining the database of international equities securities.  Prior to joining the firm, she was the manager of performance measurement at Harris Trust's Investment Consulting Services.

Sandi earned a bachelor's degree in mathematics from St. Olaf College in Northfield, Minnesota where she was elected to Phi Beta Kappa, and received an MBA from the University of Chicago. She has earned the right to use the Chartered Financial Analyst designation.

Annoesjka West,
Vice President

Annoesjka T. West, Vice President.  Annoesjka is a consultant in Callan's New Jersey Consulting office.  She joined Callan in February 2001. Annoesjka works with a variety of fund sponsor clients, including corporate and public defined benefit plans, corporate defined contribution plans, and endowments and foundations.  Her client responsibilities include strategic planning, plan implementation and coordination of special client projects.  Annoesjka is a member of Callan's Defined Contribution Committee and a shareholder of the firm.

Prior to joining Callan, Annoesjka worked at New York Life Investment Management as a Senior Actuarial Services Representative in the Stable Value group. 

Annoesjka graduated with honors and distinction from the Pennsylvania State University with a Bachelor of Science and earned an M.B.A. in Finance from Rutgers University.

Brianne Weymouth,
Vice President

Brianne R. Weymouth, Vice President. Brianne is a consultant in Callan's Chicago Consulting Office. She works with a variety of fund sponsor clients, including corporate defined benefit and defined contribution plans, public plans, endowments and foundations. Her client responsibilities include strategic planning and implementation, investment manager reviews, performance evaluation, continuing education and the coordination of special projects.

Prior to joining Callan Associates, Brianne worked in the Consultant Relations group at PNC Capital Advisors. Prior to PNC, she worked at Richards & Tierney where she assisted with a variety of plan sponsor clients and was responsible for performance analysis, and performing manager searches and due-diligence. She began her career as a Research Analyst at Marquette Associates.

Brianne received her MBA at the University of Chicago Booth School of Business with concentrations in Finance, Economics, and Strategic Management. She attended Ohio University where she earned a Bachelor of Arts degree in Economics.