Institutional Consulting Group

The Institutional Consulting Group professionals have considerable experience as plan sponsor and investment manager consultants, investment management marketers, and manager search specialists. This experience lends critical insight into the investment management and investment product issues confronting many clients today.

Institutional Consulting Group Contact Sheet

Megan Brinkman, Consultant
Anne C. Maloney, Senior Vice President
Judith H. McKinney, Executive VP & Manager
Christine A. Moore, Associate Consultant

Institutional Consulting Group Bios

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.

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.

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