Investment Specialists

With over 50 dedicated research professionals, a proprietary manager research database, and a set of analytical tools three decades in the making, no other firm is better positioned to serve the needs of today's institutional investors.

Research Specialists Contact Sheet

Bo Abesamis, Executive Vice President and Manager
Sarah Angus, Vice President
Michael Bise, Vice President
Brett Cornwell, Vice President
Jason Ellement, Senior Vice President
Jonathan Gould, Assistant Vice President
Karen Harris, Senior Vice President
Sally Haskins, Senior Vice President
Ho Hwang, Vice President
Andy Iseri, Senior Vice President
Lyman Jung, Vice President
Mark Kinoshita, Vice President
Jay Kloepfer, Executive Vice President and Director
Brian Kmetz, Assistant Vice President
Lori Lucas, Executive Vice President and DC Practice Leader
Kevin Machiz, Vice President
Lauren Mathias, Vice President
Jamie McAllister, Vice President
Jim McKee, Senior Vice President and Director
Julia Moriarty, Senior Vice President
Jay Nayak, Vice President
Gene Podkaminer, Senior Vice President
Gary Robertson, Senior Vice President and Manager
Avery Robinson, Vice President
Mario Rodriguez, Assistant Vice President
Maria Sandberg, Vice President
Lauren Sertich, Assistant Vice President
Jamie Shen, Senior Vice President and Practice Leader
Mark Stahl, Senior Vice President and Co-Manager
Inga Sweet, Senior Vice President and Co-Manager
Ben Taylor, Vice President
Jim Van Heuit, Senior Vice President
James Veneruso, Vice President
Nathan Wong, Vice President
Mark Wood, Vice President

Bo Abesamis,
Executive Vice President and Manager

Virgilio "Bo" Abesamis III is an Executive Vice President and is the Manager of Callan's Trust, Custody and Securities Lending Group. He joined Callan in 1987 and is a shareholder of the firm. Initially, Bo worked in the Capital Markets Research group with responsibilities involving asset/liability modeling, manager structure, benchmark and database reviews, style analysis, and research.

Bo previously managed the Specialty Performance Measurement group at Callan with an emphasis on analytics involving non-traditional asset classes, namely international, alternative investments, and real estate. He also assisted in the development of Callan's International Consulting Services and Defined Contribution Consulting Services groups.

Bo earned an MBA with a double major in Finance and International Business from the University of San Francisco and a BS degree in Accounting and Finance from Ateneo de Manila, Philippines.

Sarah Angus,
Vice President

Sarah S. Angus, CAIA, is a Vice President and a real estate consultant in Callan's Real Assets Consulting group. She works to implement plan sponsor real assets strategies through manager searches, manager evaluations, strategic and tactical planning initiatives, ongoing monitoring and special projects. Her role includes the intensive evaluation of managers and their respective real assets products for plan sponsor clients. This due diligence process includes meeting and coordinating with investment advisors regarding various strategies, investment processes, track records, and organizational structures. Additionally, she heads manager research coverage for Latin American and U.S. value add and specialty strategies and covers the timberland asset class. Sarah is a shareholder of the firm.

Sarah joined Callan in July of 2004 as an analyst in the client report services group where she was responsible for preparing quarterly and monthly performance measurement reports. Before starting with Callan, Sarah was employed at Bank of America in Chicago. She worked within the Private Bank division and was responsible for the revenue projections and management reports for the unit. Sarah has also interned with the O'Connor Hedge Fund at UBS Global Asset Management as a risk-arbitrage research assistant and at Merrill Lynch as a sales assistant.

Sarah has a BA from the College of Charleston in Charleston, South Carolina and has earned the right to use the CAIA designation.

Michael Bise,
Vice President

Michael A. Bise is a Vice President and an investment consultant in Callan's Private Equity Research group. He joined this group in 2005 and assists in all aspects of private equity consulting, including research and client servicing, portfolio reviews, manager searches, research projects, and overseeing performance reporting for clients. Michael joined Callan in October of 2002 and previously worked in Callan's Client Report Services group preparing quarterly and monthly performance measurement reports. Michael is a shareholder of the firm.

Michael earned an MBA from the Walter Haas School of Business and a BA in Economics from the University of California, Berkeley.

Brett Cornwell,
Vice President

Brett A. Cornwell, CFA, is a Vice President and a fixed income investment consultant in Callan's Global Manager Research group. He is responsible for research and analysis of fixed income investment managers and assists plan sponsor clients with fixed income manager searches. In this role, Brett meets regularly with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures.  He is a shareholder of the firm.

Prior to joining Callan in 2010, Brett was a Senior Research Analyst at Wetherby Asset Management. At Wetherby he was responsible for the screening, analysis and ongoing due diligence of the investment managers used in client portfolios focusing on fixed income, commodities and MLPs. Previous to Wetherby, Brett was a Senior Investment Specialist and Principal at ETRADE Financial in Atlanta, GA where he managed the team exclusively responsible for servicing the high net worth clients of the firm. Brett began his career in 1998 at Morgan Stanley Dean Witter.

Brett earned a BS in Commerce and Business Administration from the University of Alabama with majors in Finance and Economics. Brett has earned the right to use the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of San Francisco. Additionally, Brett has successfully completed the exams administered by the Financial Industry Regulatory Authority for the series 7, 63, 4, 24, and 31 securities licenses.

Jason Ellement,
Senior Vice President

Jason L. Ellement, FSA, CFA, MAAA, is a Senior Vice President and a consultant in the Capital Markets Research group. He is responsible for assisting plan sponsor clients with strategic planning, conducting asset/liability studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics. Jason is a regular instructor at the "Callan College" and a shareholder of the firm.

Jason joined Callan in 2002 and has over 18 years of experience in the pensions and investments industry. Prior to joining Callan, Jason practiced as a pension actuary for a prominent public retirement system and an international consulting firm.

Jason is a Fellow of the Society of Actuaries and a member of the Academy of Actuaries. He earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Jason graduated with First Class Honors from the University of Manitoba, Canada with a BSc in Actuarial Science & Statistics.

Jonathan Gould,
Assistant Vice President

Jonathan Gould is an Assistant Vice President and an associate consultant in Callan's Real Assets Consulting group. He is responsible for supporting the real estate consulting group. His role includes tracking new real estate offerings and collecting information on various real estate managers. Jonathan also assists in conducting research and generating real estate-related reports and projects.

Jonathan joined Callan in June of 2010 as an analyst in the Client Report Services group, where he was responsible for calculating investment returns and generating monthly and quarterly performance reports. Prior to joining Callan, Jonathan worked at YouTube where he created and maintained spam filters. Before that, he worked at MarketWatch.com tracking website analytics.

Jonathan earned a BS in Economics from the University of Colorado at Boulder.

Karen Harris,
Senior Vice President

Karen M. Harris, ASA, CFA, is a Senior Vice President and a consultant in the Capital Markets Research group. Karen joined Callan in May 2000. She is responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics.   She consults to a wide range of asset pools, including defined benefit plans – corporate and public, endowments, hospitals, and insurance companies in areas such as workers comp, health care and casualty. Karen is also an instructor at the "Callan College" and has spoken frequently at the Callan Investments Institute.  She is a shareholder of the firm.

Prior to joining the firm, she spent eight years as a consultant with Watson Wyatt Worldwide, an employee benefits consulting firm. Her duties included consulting to plan sponsor clients on pension plan design, funding, accounting, regulatory, and investment issues. She also spent four years in Jakarta assisting the Indonesian government to develop and implement a private employer pension law.

Karen has earned the designation of Associate of the Society of Actuaries (ASA) and earned the right to use the Chartered Financial Analyst designation. Karen has a Bachelor of Mathematics from the University of Waterloo in Ontario, Canada.

Sally Haskins,
Senior Vice President

Sally Haskins is a Senior Vice President and a consultant in Callan's Real Assets Consulting group. She is responsible for strategic planning, implementation, and performance oversight of plan sponsor clients' real assets portfolios. She heads manager due diligence and strategy research for Asian real estate markets and investment products. Her role also includes new business development for the real assets consulting group. Sally is a shareholder of the firm.

Sally joined Callan in 2010 from ING Clarion Partners where she was a Director in the Marketing and Client Service Group. Prior to joining ING Clarion, Sally enjoyed a 15 year career with Russell Investments and Institutional Property Consultants, Inc. (IPC). While at Russell and IPC, Sally held multiple positions including real estate consulting, real estate manager research, and real estate portfolio management. She started her real estate career in 1989 at the State Teachers Retirement System of Ohio as an acquisitions analyst.

Sally received an MS in Real Estate Appraisal and Investment from the University of Wisconsin-Madison and a BA (Magna cum Laude and Phi Beta Kappa) from St. Olaf College.

Ho Hwang,
Vice President

Ho Hwang is a Vice President and a non-U.S. equity investment consultant in the Global Manager Research group. He is responsible for research and analysis of non-U.S. equity investment managers and assists plan sponsor clients with non-U.S. equity manager searches. Ho regularly meets with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures.

Prior to joining Callan, Ho worked as a senior investment analyst for Progress Investment Management Company.

Ho earned a BA in Economics from University of California at Davis.

Andy Iseri,
Senior Vice President

Andy T. Iseri, CFA, is a Senior Vice President and a non-U.S. investment consultant in Callan's Global Manager Research group. He is responsible for research and analysis in the non-U.S. and global asset class including developed and emerging equity, issues surrounding currency management, as well as matters related to ESG investing. He oversees manager searches, conducts on-site visits, and attends finalist interviews. Andy is a shareholder of the firm.

Prior to joining Callan, Andy spent six years selecting and evaluating domestic and international equity managers for the California State Teachers' Retirement System. Prior to that, Andy managed and traded domestic fixed income assets at CalSTRS. He also assisted in the plan's currency, securities lending and credit enhancement programs. Before joining CalSTRS' investment division Andy was a Senior Accountant in the plan's benefit accounting group

Andy earned a BS in Business Administration - International Business at California State University, Sacramento. He belongs to CFA Institute, CFA Society of Sacramento, and earned the right to use the Chartered Financial Analyst designation.

Lyman Jung,
Vice President

Lyman L. Jung is a Vice President and a non-U.S. equity investment consultant in Callan's Global Manager Research group. He is responsible for research and analysis in the non-U.S. and global asset classes including developed and emerging markets. In this role, Lyman meets regularly with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures.

Prior to Lyman's current role, he was the Operations Manager for the group where he managed the group's analyst team and coordinated search workflow. His responsibilities also included qualitative and quantitative analysis of investment managers and the production of research and client reports.

Lyman earned his B.A. in Economics from the University of California, Los Angeles and is a Level III candidate in the CFA Program.

Mark Kinoshita,
Vice President

Mark Kinoshita is a Vice President in Callan's Trust, Custody and Securities Lending group.  His responsibilities include the intensive evaluation of global master custodians, conducting on-site due diligence visits, developing optimal operations structures and the coordination of special projects.

Mark has over 20 years of experience in the asset servicing industry having worked in such areas as income collection, settlement operations, client reporting, client systems consulting, project management, product development, relationship management and business development.  This knowledge provides him with a broad and unique industry perspective enabling him to understand client needs and identify solutions though a consultative approach.  Mark has experience working with all constituent levels at public funds, corporate pension plans, Taft-Hartley pension plans, endowments, foundations, corporate treasury, banks, mutual funds and insurance companies.

Prior to joining Callan, Mark was a business development officer for Comerica Bank's Institutional Services Group with responsibilities for trust, custody, securities lending, short-term investment products and asset management.  Mark also held positions at the Bank of New York for over a decade in various technology and client facing roles in the Plan Sponsor Services Group.  He began his investment career in the Global Securities Services division of Bank of America.

Mark earned a BA in Political Science from the University of California, Santa Barbara.

Jay Kloepfer,
Executive Vice President and Director

Jay V. Kloepfer is an Executive Vice President and the Director of Capital Market and Alternatives Research. Jay oversees Callan's Capital Markets, Hedge Fund and Private Markets research groups. The Capital Markets group helps Callan's fund sponsor clients with their strategic planning, conducting asset allocation and asset/liability studies, developing optimal investment manager structures, evaluating defined contribution plan investment lineups and providing custom research on a variety of investment topics. The Hedge Fund and Private Markets groups are responsible for specialized consulting including asset class and strategy research, manager searches, portfolio reviews, and performance evaluation.

Jay is the author of the "Callan Periodic Table of Investment Returns," which he created in 1999. He is a member of Callan's Management Committee and is a shareholder of the firm.

Prior to joining Callan, Jay was a Senior Economist and the Western Regional Manager for Standard & Poor's DRI. Jay earned an MA in Economics from Stanford and a BS with honors in Economics from the University of Oregon.

Brian Kmetz,
Assistant Vice President

Brian Kmetz, CFA, CIPM, is an Assistant Vice President in Callan's Hedge Fund Research Group. Brian specializes in hedge fund research, addressing Callan's institutional client needs in asset allocation, manager structure, manager searches, and performance evaluation. Prior to the Hedge Fund Research Group, Brian was a member of Client Report Services for five years, focusing on performance measurement for Callan's clients.

Brian received his Bachelor of Science Degree in Mathematics and Bachelor of Arts degree in German from St. Lawrence University in Canton, New York. Brian earned the right to use the Chartered Financial Analyst and Certificate in Investment Performance Measurement designations from CFA Institute.

Lori Lucas,
Executive Vice President and DC Practice Leader

Lori Lucas, CFA, is an Executive Vice President and Defined Contribution Practice Leader at Callan Associates. Lori is responsible for setting the direction of Callan's DC business, providing DC support both internally to Callan's consultants and externally to Callan's clients, and developing research and insights into DC trends for the benefit of clients and the industry. Lori is a member of Callan's Management Committee and is a shareholder of the firm.

Formerly, Lori was Director of Retirement Research at Hewitt Associates. Lori has also served as a vice president at Ibbotson Associates, a pension fund consultant at J.H. Ellwood & Associates, and an analyst and product development leader at Morningstar, Inc.

Lori received a Masters from the University of Illinois and a BA from Indiana University. Additionally, she earned the right to use the Chartered Financial Analyst designation. Lori is a former columnist for Workforce Management online magazine and her views have been featured in numerous publications. She is Executive Vice Chair of the Employee Benefit Research Institute's Retirement Research Committee, she is a member of NAGDCA's Publications Committee, and she is Vice Chair of the Defined Contribution Institutional Investment Association. Lori is also a frequent speaker at pension industry conferences.

Kevin Machiz,
Vice President

Kevin Machiz is a Vice President and a fixed income investment consultant in Callan's Global Manager Research group. He is responsible for research and analysis of fixed income investment managers and assists plan sponsor clients with fixed income manager searches. In this role, Kevin meets regularly with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures.

Prior to joining Callan in 2014, Kevin was a Senior Associate Product Manager at Franklin Templeton Investments. At Franklin, he was responsible for coverage of global fixed income strategies.

Kevin earned a BBA from Temple University with majors in Finance and International Business Administration. Kevin passed all three levels of the CFA Program. Additionally, Kevin is an FRM candidate.

Lauren Mathias,
Vice President

Lauren E. Mathias, CFA, is a Vice President and U.S. equity investment consultant in Callan's Global Manager Research group. Lauren is responsible for research and analysis of U.S. equity investment managers and assists plan sponsor clients with U.S. equity manager searches. In this role, Lauren meets regularly with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures. Lauren also oversees the Callan Connects program, launched in 2010, which enhances Callan's coverage of emerging managers and minority, women, and disabled-owned firms. Lauren is a shareholder of the firm.

Lauren joined Callan's Client Report Services group as an analyst in October 2004. Prior to Callan, she assisted an independent financial planner in preparing financial plans for individual investors.

Lauren graduated from California Polytechnic State University, San Luis Obispo in June 2004, Magna Cum Laude with a BS in Business Administration, concentrating in Financial Management and Enterprise Accounting with a minor in Statistics. She has earned the right to use the Chartered Financial Analyst designation.

Jamie McAllister,
Vice President

Jamie McAllister is a Vice President and defined contribution consultant in Callan's Fund Sponsor Consulting group based in the Chicago office. Jamie joined Callan in 2011 and is responsible for providing support to Callan's DC clients and consultants, including DC provider searches, structure reviews, fee analyses, maintaining the recordkeeping database, and developing DC research.  In addition to her role at Callan, Jamie regularly participates in judging the Innovator Awards sponsored by Pensions & Investments (P&I) and the Defined Contribution Institutional Investment Association (DCIIA) as well as the Plan Sponsor Council of America (PSCA) Signature Awards.  She is a shareholder of the firm.

Jamie has over 10 years of defined contribution experience. Prior to joining Callan, Jamie was an investment consultant to defined contribution, defined benefit, and endowment clients at Hewitt EnnisKnupp. Jamie also served as an analyst in Aon Hewitt's Human Resources Outsourcing Group where she primarily worked with the administration of large defined contribution plans.

Jamie earned a BBA in Finance with a concentration in international business from the University of Notre Dame.

Jim McKee,
Senior Vice President and Director

James C. McKee is a Senior Vice President and Director of Callan's Hedge Fund Research group. Jim specializes in hedge fund research addressing related issues of asset allocation, manager structure, manager search, and performance evaluation for Callan's institutional clients. Jim is a shareholder of the firm.

Jim joined Callan in 1989. Prior to his career at Callan, Jim worked with the Pacific Stock Exchange (PSE) from 1982 to 1989. Until 1985, Jim worked on the PSE's options trading floor. Thereafter, as manager of the PSE's securities research department, he was responsible for developing and monitoring new stock, bond, and option listings.

Jim earned an MBA in Finance from Golden Gate University in 1987. His graduate studies focused particularly on publicly traded securities and capital markets. He received his BA in Economics/Environmental Studies from Dartmouth College in 1982.

Julia Moriarty,
Senior Vice President

Julia A. Moriarty, CFA, is a Senior Vice President and a consultant in the Capital Markets Research group.  She is responsible for assisting plan sponsor clients with their strategic planning, conducting asset allocation studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics. Julia joined Callan in 1990 as an analyst in the Client Report Services group, working on the production of comprehensive performance measurement reports and the implementation and testing of new products. Prior to joining the Capital Markets Research group, she was a Software Solutions Consultant in the Client Software Department. Julia is a shareholder of the firm.

Julia earned an MBA from the University of California at Berkeley's Haas School of Business and a BS in Finance from California Polytechnic State University at San Luis Obispo. She earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco and CFA Institute.

Jay Nayak,
Vice President

Jay Nayak is a Vice President and consultant in Callan's Real Assets Consulting group. His role includes the evaluation of managers and their respective real estate products for plan sponsor clients. This due diligence process includes meeting and coordinating with investment managers regarding various strategies, investment processes, track records and organizational structures. Jay also assists in conducting research and generating real estate-related reports. Additionally, he heads research coverage for global real estate securities, commercial real estate debt strategies and European real estate strategies.

Jay joined Callan in September of 2008. Before joining Callan, he was employed as an Analyst with International Partners. He provided acquisitions and asset management analysis for a portfolio of multifamily properties in California and Texas. Prior to that, Jay held internships with Chhatrala Capital, where he assisted in the formation of a real estate private equity fund and Capstar Realty Group, where he provided analytical and marketing support.

Jay received an MS in Real Estate with a concentration in Finance and Investments from New York University and a BA in Economics from University of California, San Diego.

Gene Podkaminer,
Senior Vice President

Eugene L. Podkaminer, CFA, is a Senior Vice President and a consultant in the Capital Markets Research group. He is responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics. Eugene is a shareholder of the firm.

Prior to joining Callan in 2010 Eugene spent nearly a decade with Barclays Global Investors. As a Senior Strategist in the Client Advisory Group he advised some of the world's largest and most sophisticated pension plans, non-profits, and sovereign wealth funds in the areas of strategic asset allocation, liability driven investing, manager structure optimization, and risk budgeting. As Chief Strategist of Barclays' CIO-outsourcing platform Eugene executed CIO-level functions for corporate pension plans and endowments. Eugene was also a Senior Investment Consultant with Alan Biller and Associates.

Eugene earned an MBA from Yale University and received a BA in Economics from the University of San Francisco.  He earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco and CFA Institute. He is a frequent speaker on investment related topics and has been featured in numerous publications. His paper on risk premia investing, "Risk Factors as Building Blocks for Portfolio Diversification: The Chemistry of Asset Allocation," was featured in Investment Risk and Performance, a CFA Institute publication.

Gary Robertson,
Senior Vice President and Manager

Gary W. Robertson is a Senior Vice President and the Manager of Callan's Private Equity Research group. Gary is responsible for alternative investments consulting services at Callan. He is currently Secretary of Callan's Client Policy Review Committee and is a shareholder of the firm.

Prior to joining Callan in 1991, Gary spent five years as a Vice President with Robertson & Co., a San Francisco-based, family-owned investment bank engaging in mergers and acquisitions. Prior to joining Robertson & Co., he was a financial analyst with Atherton Advisory, a Silicon Valley-based financial services firm. He has also worked with Morgan Stanley & Co. Inc. in San Francisco in the operations and administration areas, and with Spear, Leeds & Kellogg and A. G. Becker, members of the Pacific Stock Exchange.

Gary earned an MBA from Golden Gate University and a BA in Economics from the University of Colorado.

Avery Robinson,
Vice President

Avery A. Robinson, CAIA, is a Vice President and a consultant in Callan's Real Assets Consulting group. He works to implement plan sponsor real estate strategies through manager searches, manager evaluations, and strategic and tactical planning initiatives. His role includes the intensive evaluation of managers and their respective real estate products for plan sponsor clients. This due diligence process includes meeting and coordinating with investment advisors regarding various strategies, investment processes, track records, and organizational structures. Additionally, he heads research coverage for core open-end, emerging manager and urban real estate strategies, as well as infrastructure investment research. Avery is a shareholder of the firm.

Avery joined Callan in April of 2008. Before joining Callan, he was employed with the Real Estate Equity Group at Principal Global Investors as an Asset Manager.

Avery received his MBA and BS in Engineering from the University of Iowa and has earned the right to use the CAIA designation. He is also a member of the Institutional Investing in Infrastructure Editorial Board.

Mario Rodriguez,
Assistant Vice President

Mario Rodriguez is an Assistant Vice President and defined contribution consultant in Callan's Fund Sponsor Consulting group based in the Chicago office. Mario joined Callan in June of 2014 and is responsible for assisting in the day to day operations of the Defined Contributions team..

Prior to joining Callan, Mario served in the U.S. Navy first as a Nuclear Reactor Mechanic, and then as an Operations Specialist. He served overseas for a year in Africa and the Mediterranean, and taught a course in search and rescue plotting and logistics.

An honors graduate of the DePaul University Economics Program, Mario also has a minor concentration in Data Mining.

Maria Sandberg,
Vice President

Maria M. Sandberg is an Investment Consultant in Callan's Global Manager Research group. Maria is responsible for research and analysis of U.S. equity investment managers and assists plan sponsor clients with U.S. equity manager searches. She meets regularly with investment managers to develop an understanding of their strategies, products, investment policies, and organizational structures. Maria joined Callan in January 2014.

Prior to Callan, Maria was an investment analyst at Progress Investment Management Company.  She was responsible for research and analysis focusing on emerging money managers.  Maria started her career working for Smith Barney's consulting group and then for a private client team as an analyst focusing on asset allocation and building client portfolios.

She earned a BA from the University of Oregon.

Lauren Sertich,
Assistant Vice President

Lauren Sertich is an Assistant Vice President and an associate consultant in Callan's Real Assets Consulting group. Her role includes the evaluation of managers and their respective real estate products for plan sponsor clients. This due diligence process includes meeting and coordinating with investment managers regarding various strategies, investment processes, track records and organizational structures. Additionally, she heads research coverage for global real estate securities and timber strategies. Lauren also assists in conducting research and generating real estate-related reports and projects. She is a shareholder of the firm.

Lauren joined Callan in October of 2008 as an analyst in the Client Report Services group, where she was responsible for calculating investment returns and generating monthly and quarterly performance reports. Prior to joining Callan, Lauren was an equity research assistant for the media and entertainment sector at Cowen and Company, LLC.

Lauren earned a BA in Environmental Studies from Dartmouth College, where she was a member of the field hockey team.

Jamie Shen,
Senior Vice President and Practice Leader

Jamie K. Shen is a Senior Vice President and Practice Leader of Alternative Investments Consulting. She has overall responsibility for Real Assets Consulting services at Callan. While Jamie's particular focus is on real estate, she oversees research and implementation of real estate, timber, infrastructure and agricultural asset classes. She works directly with Boards and/or Staff in the development and implementation of client specific strategic and tactical plans, as well as provides ongoing oversight in the control and monitoring of clients' real estate portfolios. Additionally, Jamie oversees all investment due diligence for real assets and chairs Callan's Alternative Investment Committee. She is a member of Callan's Management Committee and a shareholder of the firm.

Prior to joining Callan, Jamie was a Principal with The McMahan Group, a San Francisco based-management consulting firm specializing in real estate enterprises. Specifically, Jamie consulted to a number of real estate investment advisors on organizational structure and investment vehicle design. She also assisted in preparing testimony for the Department of Labor on fiduciary standard of care relating to real estate investments. Jamie has worked in the real estate consulting groups of both Arthur Andersen and Ernst & Young.

Jamie received her BS in Business Administration from the Walter A. Haas School of Business at the University of California, Berkeley. Jamie serves on the Editorial Board of The Institutional Real Estate Letter and frequently writes papers and leads discussions for the Institute for Fiduciary Education (IFE). She is a member of the Pension Real Estate Association (PREA) and serves on the PREA Board of Directors.

Mark Stahl,
Senior Vice President and Co-Manager

Mark N. Stahl, CFA, is a Senior Vice President and Co-Manager of Callan's Global Manager Research group (GMR) which provides fundamental and statistical research on investment managers. Mark oversees the quantitative and qualitative analysis of investment managers and the production of research and client reports. Mark also heads U.S. equity research. He researches and analyzes money management firms with various investment styles for defined benefit and defined contribution clients. Mark works with general consultants and oversees manager searches, conducts on-site visits, and attends final presentations. He regularly interviews and visits portfolio managers and analysts to discuss portfolio strategies, organizational issues, and marketplace trends. Mark is a member of Callan's Management Committee and is also a member of the Investment Committee for the following Callan managed funds: Small Cap, Micro Cap Value, KP Growth Fund. He is a shareholder of the firm.

Prior to joining the U.S. Equity group, Mark was a member of Callan's Fixed Income Research group where he gathered, analyzed, and verified data on U.S. and non-U.S. fixed income investment managers.

Mark earned a BS in Managerial Economics from the University of California at Davis and earned the right to use the Chartered Financial Analyst designation.

Inga Sweet,
Senior Vice President and Co-Manager

Inga B. Sweet is a Senior Vice President and co-lead and Manager of Callan's Global Manager Research group. She is responsible for the group's operational functions and oversees the quantitative and qualitative analysis of investment managers and the production of client reports. Inga is responsible for the research and analysis of target date funds. In addition, Inga oversees the Published Research Group and contributes to the development of white papers, statistical surveys and quarterly periodicals created by Callan's general and research consultants. Inga is a member of the firm's Management Committee and a shareholder of the firm.

Inga joined Callan in 1991 as an analyst in the International Consulting Services group, and until 1998, was responsible for manager research, analysis and manager structure work. From 1998 through 2007, she held several positions within the Institutional Consulting Group where she provided consulting and research services to investment manager clients. Inga has managed the Published Research Group since its formation in 2007. Inga graduated from George Washington University with a BA in International Relations.

Ben Taylor,
Vice President

Ben Taylor is a Vice President and a defined contribution consultant in Callan's Fund Sponsor Consulting group based in the San Francisco office. Ben serves as a lead consultant to DC plans, and has a primary focus on public sector DC plans, ranging from 457(b) plans to single and multi-vendor 403(b)/401(a) and 401(k) plans. As a member of Callan's DC team Ben also conducts specialized research, fee studies, plan structure analyses, and serves as a project manager for TPA and record keeper searches.

Prior to his career at Callan, Ben was a DC Specialist at R.V. Kuhns & Associates where he served as a Consultant to the DC plans of four states, and several large city and university DC systems. He also formerly taught economics at Harvard University, where he received an award for excellence in teaching.

Ben earned a Masters of International Political Economy and Development from Fordham University. He also has earned a Masters of Public Policy degree with a concentration in International Trade and Finance from Harvard University's Kennedy School of Government.  He received his BA from Reed College.  Ben is a Board member of NAGDCA.

Jim Van Heuit,
Senior Vice President

James W. Van Heuit is a Senior Vice President and a consultant in the Capital Markets Research group.  He is responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics. Jim speaks regularly at both the "Callan College" and the Callan Investments Institute. Jim is a shareholder of the firm.

Jim was originally with Callan in the Capital Markets Research group from 1989 to 1997 and returned in 2001. From 2001 through 2004, he was a general consultant in the San Francisco office. From 1997 to 2001 Jim was with consulting firms Watson Wyatt and R.V. Kuhns.

Prior to joining Callan in 1989, Jim participated in the Ph.D. program in Economics at the University of Michigan where he studied microeconomics and international economics. Jim's previous experience includes four years as an independent consulting engineer and two years as a design engineer for Ford Aerospace and Communications Corp.

He earned an MA in Economics from the University of Michigan and received a BA in Economics from California State University at Sacramento.  He also earned a BS in Mechanical/Aeronautical Engineering from the University of California.

James Veneruso,
Vice President

James Veneruso, CFA, CAIA, is a Vice President and defined contribution consultant in Callan's Fund Sponsor Consulting group based in the Chicago office. Jimmy joined Callan in 2007 and is responsible for providing analytical support to Callan's DC clients and consultants including investment structure evaluations, fee analyses, and target date fund research.  He is a regular speaker at the "Callan College" and various investment forums. Jimmy is a shareholder of the firm.

Prior to joining Callan, Jimmy served over two years as a United States Peace Corps Volunteer in the Kingdom of Tonga. He served as project manager for the Future Farmers of Tonga program and taught at Queen Salote College.

Jimmy received his Master's in Economics from University of Illinois and graduated with departmental honors earning a BS in Computer Science and Economics at Vanderbilt University. He Jimmy has earned the right to use the Chartered Financial Analyst designation and the CAIA designation. Jimmy is a member of the CFA Society of Chicago where he serves on the Finance Advisory Committee.

Nathan Wong,
Vice President

Nathan Wong, CFA, is a Vice President and a fixed income investment consultant in Callan's Global Manager Research group. He is responsible for research and analysis of fixed income investment managers and assists plan sponsor clients with fixed income manager searches. In this role, Nathan meets regularly with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures.

Prior to joining Callan in 2014, Nathan was a Manager of Investment Strategy & Research at Aspiriant Wealth Management. At Aspiriant, he was responsible for coverage of fixed income strategies.

Nathan earned a BS in International Business Administration from the University of San Francisco. Nathan has earned the right to use the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of San Francisco.

Mark Wood,
Vice President

Mark R. Wood, CFA, is a Vice President and U.S. equity investment consultant in Callan's Global Manager Research group. Mark is responsible for research and analysis of U.S. equity investment managers and assists plan sponsor clients with U.S. equity manager searches. He meets regularly with investment managers to develop an understanding of their strategies, products, investment policies, and organizational structures. Mark joined Callan in 2013.

Prior to joining the Global Manager Research group, Mark worked as the Senior Research Analyst for Cook Street Consulting, Inc., a boutique consulting firm based in Denver, CO. He was responsible for investment manager searches and due diligence for U.S. equity, fixed income, and target date asset classes.

Mark graduated from the University of Colorado, Boulder in 2007 with a BS in Finance and Business Administration. He has earned the right to use the Chartered Financial Analyst designation.