Mark Andersen, Senior Vice President
Kristin Bradbury, Vice President
Selvi Cobanoglu, Assistant Vice President
Eric Davison, Executive Vice President
Minerva Eshabarr, Senior Analyst
Amy Jones, Senior Vice President
Tim Pollard, Senior Vice President
Paul Troup, Executive Vice President
Mark Andersen is a Senior Vice President in Callan's Independent Adviser Group. Mark supports the research aspect of Callan's Middle Market Matrix (MAX). He is responsible for conducting ongoing research and evaluation of the investment managers already included on the Matrix and potential additions. Mark is a shareholder of the firm.
Prior to joining the IAG in March of 2006, Mark worked as Director of Research at Hewins Financial Advisors where he was responsible for manager research, performance measurement, and operations. Before joining Hewins in 1999, Mark was a technology, medical device, and media research analyst at Robert W. Duggan and Associates.
Mark graduated from the University of California at Santa Barbara with a degree in Economics.
Kristin Bradbury, CFA, is a Vice President in Callan's Independent Adviser Group. Kristin conducts investment manager research and due diligence with a focus on fixed income managers. She is also responsible for conducting manager searches as needed, primarily in the fixed income arena, and for providing client service to IAG members.
Kristin has worked with the IAG since 2007. She began her career in the pension consulting group at Wilshire Associates and then spent several years in the investments department of the Automobile Club of Southern California, where she was a part of a small team that oversaw more than $2 billion of assets. Kristin was also an institutional fixed income portfolio manager at Scudder Kemper Investments for eight years and, prior to joining Callan, was a fixed income product strategist at BlackRock.
Kristin graduated from the University of California, Santa Barbara with a BA in Business Economics and earned her MBA from the University of California, Irvine. She was actively involved with the CFA San Francisco Board (previously known as the Security Analysts of San Francisco) for many years and served as Board President in 2002. She earned the right to use the Chartered Financial Analyst designation.
Selvi Cobanoglu is an Assistant Vice President in Callan's Independent Adviser Group. Selvi focuses her energies on servicing the investment advisory firm clients of Callan's Independent Adviser Group. Selvi provides software training, analytical and research support, and sales and marketing assistance. Selvi also serves as the Product Manager for Callan's Unified Management Account Program.
Selvi's experience at Callan is quite broad as her responsibilities have ranged from supporting users of Callan's analytical tools, including Callan's comprehensive analytics tool "PEP," to serving the investment management firm clients of our Institutional Consulting Group.
Prior to joining Callan, Selvi was an Associate Relations Manager within the Consultant Relations team at RCM. At RCM, Selvi was responsible for an array of consultant related functions that included: producing the firm's quarterly consultant letter, conducting competitor analysis, preparing and reviewing performance attribution and analysis, reviewing RFP and questionnaires.
Selvi graduated from Sonoma State University with a BS in Business Administration.
Eric Davison is an Executive Vice President and the Director of Callan's Independent Adviser Group. He is responsible for overseeing the day-to-day activities of Callan's Independent Adviser Group ("IAG"). The IAG is the division of Callan that works closely with a select group of middle market investment consulting firms and financial intermediaries. Eric is a member of Callan's Management Committee and is a shareholder of the firm.
Prior to joining Callan in 1993, Eric was a consultant with SEI Capital Resources where he served various pension, endowment, and Taft-Hartley plans throughout the southwestern United States. Eric's past experience also includes involvement with the Trust Universe Comparison Service (TUCS) and the Wilshire Co-Operative (WILCOP), which are divisions of Wilshire Associates
Eric attended the University of Southern California where he earned degrees in Economics and International Relations.
Minerva S. Eshabarr is a Senior Analyst for Callan's Independent Adviser Group (IAG). She coordinates the communication and distribution of research information on separate account managers and mutual funds available through the IAG program to clients. She maintains this information on the OpCenter, the IAG website. Minerva is also in charge of the organization and execution of the IAG's Annual National Conference. Her other responsibilities include maintaining IAG client contracts, client billing, and responding to client requests for resource information.
Prior to joining the IAG in January of 2001, Minerva developed an outstanding client service mentality during her fifteen years in hotel sales, marketing, and service. Minerva is a graduate of San Francisco State University where she received her degree in Business Administration.
Amy Jones is a Senior Vice President in Callan's Independent Adviser Group. Amy conducts investment manager research and analysis on equity and opportunistic managers for IAG members. She also focuses on client servicing and training for Callan's IAG firms. Amy is a shareholder of the firm.
Prior to joining Callan in February of 2010, Amy worked at Wetherby Asset Management where she managed the Research team and conducted equity manager research. She also spent a number of years as Vice President of Charles Schwab's Managed Accounts group. Amy actually began her career at Callan in 1990 and spent seven years focusing on manager research and working with Callan's financial intermediary clients. Amy left Callan in 1997 to pursue her MBA.
Amy graduated from the University of California, Los Angeles with a BA in history and earned her MBA from the Haas School of Business at the University of California, Berkeley.
Timothy M. Pollard is a Senior Vice President in Callan's Independent Adviser Group. Tim provides client servicing and analytical support to various Callan financial intermediary clients. He also assists in providing investment manager due diligence and analysis to the IAG Team and IAG Firms. Tim is a shareholder of the firm.
Prior to joining Callan's IAG division in June of 2004, Tim was a member of Callan's Global Manager Research group where he was responsible for research and analysis on the international asset classes including equity, fixed income, and issues surrounding currency management.
Prior to joining Callan in January of 2001, Tim was the head of Due Diligence for the Investment Management Services Department at Sutro & Company.
Tim graduated from the University of Arizona with a degree in Political Science and a minor in Economics and Geography. He also attended Richmond College in London where he studied International Business and Economics.
Paul V. Troup is an Executive Vice President in Callan's Independent Adviser Group. He works with financial intermediaries and middle market consulting firms on client service, marketing and business planning projects. Paul is a member of Callan's Manager Search and Alternative Review committees and is a shareholder of the firm.
Paul has served in a number of roles at Callan, including senior consulting and management positions. Prior to joining Callan in 1989, Paul was a Principal at Mercer Asset Planning for eight years. His experience in investment consulting also includes a nine-year tenure with the Funds Evaluation Group at A. G. Becker.
Paul earned a BS in Chemistry from Purdue University, an MS in Chemistry from Emory University, and an MS in Industrial Management from the University of Tennessee.