Callan Associates

Megan Brinkman, Consultant

Megan Brinkman, Consultant, Institutional Consulting Group. Megan joined Callan in 2007 and is responsible for working with investment manager clients in the areas of strategic consulting, product positioning, performance measurement, enhancement of client servicing, and organizational analysis.

Prior to joining Callan, Megan and was an Associate in the Securities Lending group at Barclays Global Investors. Megan received her B.S. in business at Villanova University and an M.B.A. from the Kellogg School of Management.

Dave Cacciabeve, Client Service Associate

Dave Cacciabeve, Client Service Associate, Institutional Consulting Group.  Dave joined Callan's New Jersey office in 2005.  He provides support for Callan's East Coast investment management clients.  His responsibilities include support in the areas of performance measurement, strategic consulting, product positioning, enhancement of client servicing, and organizational analysis.

Prior to joining Callan, Dave was a Client Associate at Merrill Lynch in Florham Park, New Jersey.  At Merrill he was responsible for researching and opening separate accounts for advisors.  In addition, he also set up individualized asset allocation and performed retirement planning for clients. Dave graduated from Villanova University in 2004 with a B.S. in Business Administration, Finance Major. He also played lacrosse for Villanova.

Selvi J. Cobanoglu, Associate Consultant

Selvi Cobanoglu, Associate Consultant, Institutional Consulting Group. Selvi joined Callan in 2004 and is responsible for supporting the needs of Callan West Coast investment manager clients. She is responsible for working with investment manager clients in the areas of strategic consulting, product positioning, performance measurement, and organizational analysis. 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.  She graduated from Sonoma State University with a B.S. in Business Administration.

Jacki P. Hoagland, Client Service Associate

Jacki P. Hoagland, Client Service Associate. Jacki joined Callan in 1996 and is responsible for supporting ICG clients on the East Coast. She works closely with senior consultants to meet their clients' needs, including support in the areas of performance measurement and the coordination of special projects and presentation materials. Prior to joining Callan, Jacki worked at The Garibaldi Group, Barclays Asset and Sales Finance, and BFGoodrich Company. She studied Business at the University of Akron.

Anne C. Maloney, Senior Vice President

Anne C. Maloney, Senior Vice President, Institutional Consulting Group.  Anne joined Callan in 2007 and consults to investment management organizations in the areas of product evaluation and analysis, evaluation and enhancement of client servicing, new business development and organizational analysis.

Prior to joining Callan Anne was a Consultant with The Marco Consulting Group.  Anne's work included investment policy review, asset allocation and investment implementation, manager selection assistance and performance evaluation to Taft-Hartley clients.  Previously she was with Columbus Circle Investors as Vice President of Marketing and Client Services.

Anne is located in Callan's Chicago, Illinois office.  She earned a B.A. from Greenville College.

Judith H. McKinney, Executive VP & Manager

Judith H. McKinney, Executive Vice President and Manager. Judy joined Callan in 1991. She is a member of the firm's Management Committee and is a shareholder of the firm. Judy helped create the Institutional Consulting Group's Competitive Analysis Service and was instrumental in developing the firm's Mutual Fund Performance Service. Judy works with Callan's investment management clients in the areas of product evaluation and analysis, strategic management and communications consulting.

Prior to joining Callan, Judy was a regional manager for CDA Investment Technologies' Performance Measurement Division, where she served asset managers, plan sponsors and consultants. She also held positions in trust business development with the Continental Illinois Bank and Trust Company and, early in her career, was a vice president and consultant to plan sponsors with A.G. Becker.

Judy is located in Callan's Chicago office and consults to investment management firms throughout the United States. She earned a B.A. from Spring Hill College.

Christine A. Moore, Associate Consultant

Christine A. Moore, Associate Consultant, Institutional Consulting Group. Christine joined Callan in 2002 and is responsible for supporting clients in the East and Midwest. She works closely with the Consultants in order to meet their clients' needs, including support in the areas of performance measurement, and the coordination of special projects.

Prior to joining Callan, Christine was the Administrative Coordinator for the Institutional Consulting Group at Zurich Scudder Investments. She graduated from Roosevelt University with a B.A. in Political Science.

Jason S. Rotter, Associate Consultant

Jason Rotter, Associate Consultant, Institutional Consulting Group.  Jason joined Callan in 2008 and is responsible for supporting the needs of Callan's investment manager clients.  He works with senior Callan consultants and the firm's investment manager clients in the areas of strategic consulting, product positioning, performance measurement, enhancement of client servicing, and organizational analysis.

Prior to joining Callan, Jason was a  Credit Analyst in the Unit Trust division at Van Kampen Investments and an Internal Sales Associate in Van Kampen's Mutual Fund division. Jason received his B.A. in economics from the University of Michigan and an M.B.A. from the University of Chicago Graduate School of Business, with concentrations in finance, economics and strategic management.

Sheila B. Warner, Senior Vice President

Sheila B. Warner, Senior Vice President. Sheila joined Callan Associates in 1988 and is one of the founding members of Callan's Institutional Consulting Group. She is Executive Co-director of the "Callan College" and is a shareholder of the firm. Sheila has twenty-three years of experience consulting to plan sponsors and investment managers. Her work with clients includes product positioning and re-engineering, new product development, evaluation and enhancement of client servicing, new business development, and organizational analysis.

Prior to joining Callan, Sheila was Director of Manager Research at Thomson McKinnon. While there, she was also involved in the marketing of mutual funds, as well as with Thomson's investment management subsidiaries, Columbus Circle Investors, and Foxhall Investment Management. Previously, she was a consultant with A.G. Becker's Funds Evaluation Services division where she worked with both plan sponsors and investment managers.

Sheila is located in Callan's New Jersey office and consults to investment managers on the East Coast. She studied at the City University of New York (CUNY) and the New York Institute of Finance, as well as the University of Houston. She currently serves as Chairperson of the Board for Women in Asset Management.