Callan Associates

Mark Andersen, Vice President

Mark Andersen, Vice President, Independent Adviser Group of Callan Associates Inc.  Mark supports the research aspect of Callan's Middle Market Matrix (MAX).  He is responsible for conducting on-going 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.  He graduated with from the University of California at Santa Barbara with a degree in Economics.

Kiira T. Chernik, Associate Consultant

Kiira T. Chernik, Associate Consultant, Independent Adviser Group of Callan Associates Inc. Kiira is responsible for servicing and providing analytical support to various Callan financial intermediary clients. Kiira is also responsible for providing managerial research to IAG Members, which includes detailing the separate accounts and mutual funds available on the IAG platform. In addition, Kiira supports the IAG team with their sales, marketing, and business development efforts.

Prior to joining Callan's Independent Adviser Group, Kiira was an Investment Analyst in Callan's Global Manager Research group.  Kiira was responsible for research and analysis in the domestic equity, international equity, and fixed income asset classes.

Prior to joining Callan in August 2004, Kiira worked at Morgan Stanley in the Financial Advising division. Kiira earned her B.B.A with a degree in Finance and a minor in Psychology from Southern Methodist University in Dallas, Texas.

Brent Considine, Senior Vice President

Brent Considine, CFA, is a Senior Vice President, Independent Adviser Group of Callan Associates Inc. Brent 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.

Brent joined Callan in 2000 from Scudder Kemper Investments, where he was an Assistant Portfolio Manager with the North American Fixed Income Group as part of a team managing domestic investment-grade fixed-income portfolios for institutional clients.

Prior to joining Scudder, Brent was an Associate with the Citibank Private Bank in Zürich, Switzerland, where his work included new product development and performance reporting. Brent graduated with Cum Laude honors from Georgetown University, with a B.S.B.A. with a concentration in Finance, and earned the right to use the Chartered Financial Analyst designation.  Brent is a shareholder of the firm.

Eric Davison, Executive VP & Director

Eric Davison, Executive Vice President and Director of the Independent Adviser Group of Callan Associates Inc. Eric 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 Associates 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, Project Manager

Minerva S. Eshabarr, Project Manager, Independent Adviser Group of Callan Associates Inc. Minerva 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 Callan 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, Senior Vice President

Amy Jones, Senior Vice President, Independent Adviser Group of Callan Associates Inc. Amy conducts investment manager research and analysis on equity and opportunistic managers for IAG members. Amy also focuses on client servicing and training for Callan's IAG firms.

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 Associates 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 degree in history and earned her MBA from the Haas School of Business at the University of California, Berkeley.

Timothy M. Pollard, Vice President

Timothy M. Pollard, Vice President, Independent Adviser Group of Callan Associates Inc. 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. He 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.