This experience lends critical insight into the investment management and investment product issues confronting many clients today.
Gordon E. Dickinson is a Senior Vice President in Callan's Institutional Consulting Group. Gordon 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. He is a shareholder of the firm.
Gordon began his career with Callan in 1987 as a consultant in Callan's Chicago office advising clients on the development of strategic investment solutions in the areas of asset allocation and policy statements, manager research and selection and performance evaluation. He had consulting responsibilities for both defined benefit and defined contribution plans for public retirement systems and large multi-national corporations.
Prior to joining Callan, Gordon served as an Investment Consultant to public and corporate pension funds for Wilshire Associates. He was previously a Senior Consultant with Arthur D. Little, Inc. where he was involved with valuing privately held corporations for acquisition and divestiture purposes.
Gordon graduated from the University of Wisconsin with a BA in English. He earned an MA in English from the University of California at Santa Barbara, and an MBA in Finance from the University of California at Los Angeles' Anderson School of Management.
Anne C. Maloney is a Senior Vice President in Callan's 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. She is a shareholder of the firm.
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 office. She earned a BA from Greenville College.
Judith H. McKinney is an Executive Vice President and the Manager of Callan's Institutional Consulting Group. She joined Callan in 1991. Judy is a member of the firm's Management Committee and is a shareholder of the firm. She 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 BA from Spring Hill College.
Nona J. Phillips is an Assistant Vice President in Callan's Institutional Consulting Group. Nona rejoined Callan in 2011. Nona works closely with Callan's consultants to support investment manager clients in the areas of performance measurement, assistance with PEP, and coordination of special projects.
Her prior experience in the investment industry includes employment with Ennis, Knupp + Associates, ABN AMRO Asset Management, Henderson Global Investors and employment at two local Chicago banks in their Trust Department as their Marketing Coordinator and RFP Specialist.
Nona is currently working on completing her BA at DePaul University.