About Us

Callan is one of the largest independently owned investment consulting firms in the U.S.

How are we different?

In addition to our unique culture of collaboration and peer oversight, we combine the benefits of both large and small investment consulting firms.

Large firm benefits

Experienced consultants

Depth & breadth of specialist resources

Extensive, proprietary data & research

Small firm benefits

Employee ownership

Responsive & nimble

Personalized service

Core Values

We collaborate with each client to build tailored and lasting investment solutions. At Callan, we:

client interests #1

independent thought

quality & integrity

every commitment

innovation that matters

through research & education

& show collegial respect

each associate's success


Our core philosophies underpin everything we do, from hiring new people to working with clients.


Investment Philosophy

Combine a long-term perspective with proven investments


Consulting Philosophy

Fuse historical and market context with innovation to create custom strategies


Hiring Philosophy

Attract & retain passionate, high-caliber people

Our Policies

We honor our clients' trust by always putting their needs first and providing objective recommendations. Our success depends on quality consultation, professionalism, honesty, and integrity.

Callan is not beholden to outside shareholders. Through independent ownership, we help raise the industry standard by orienting everything we do around our clients' goals.

Download our Form ADV 2A

Diversity & Inclusion

Our goal is to support a collegial, inclusive culture. Having a diverse array of ideas, experiences, skills, and perspectives benefits not only our organization and our clients but the industry as a whole. Read our Diversity & Inclusion Policy for more detailed information.

Specific to our commitment to industry diversity:

  • Our Emerging Manager Committee coordinates our emerging manager and minority-, women-, and disabled-owned (EM/MWDO) firm outreach and engagement.
  • Callan Connects was launched in 2010 to expand our EM/MWDO universe by conducting in-person, quarterly meetings at various locations throughout the U.S.
  • Our Institutional Consulting Group (ICG) hosts a recurring Emerging Managers Best Practices in Communication Workshop to provide an overview of the best practices and the pitfalls to avoid with regard to communicating with clients, prospects, and consultants.

Callan also supports organizations that advocate for diversity, including National Association of Securities Professionals (NASP), Robert Toigo Foundation, RG & Associates, New America Alliance (NAA), and the Association of Asian American Investment Managers (AAAIM).

Careers at Callan

We are looking for people who embody our core values and embrace our commitment to setting the industry standard for quality in investment consulting. To learn more about each position, please click on the job title of interest. To apply, email a cover letter and resume to our Human Resource department at hr@callan.com referencing the position.

Our Founder: Ed Callan

Born in 1920, Edwin C. Callan grew up in Pennsylvania and Ohio, where his father managed coal mines. He enrolled at Ohio State University at the age of 18, but his father died on the first day of classes. He transferred to UC Berkeley when his mother moved the family to San Francisco. In 1942, Mr. Callan joined the Navy Air Corps along with 50 other Cal graduates and they became known as the Flying Golden Bears. He was awarded the Distinguished Flying Cross and three Air Medals. While on leave in San Francisco, Mr. Callan met Georgina Hopkins in the bar of the Mark Hopkins Hotel, which her family owned. They married in 1945 and settled in San Francisco's Telegraph Hill neighborhood, where they raised two daughters. In 1969, Mr. Callan formed the investment measurement division of Mitchum, Jones & Templeton. Four years later, he and others purchased the division and formed Callan Associates. In the 1990s, Mr. Callan and current Executive Chairman Ron Peyton extended ownership to our firm's second- and third-generation employees. Callan remains employee-owned today. In addition to his many professional accomplishments, Mr. Callan was a proponent for diversity in the financial industry. He supported many initiatives and philanthropies throughout his lifetime. In 1991, Mr. Callan provided capital and initial leadership for Progress Investment Trust, the first fund-of-funds of minority- and women-owned managers. Progress Investment Trust was a game changer for minority- and women-owned manager hiring among institutional investors. He was also a longtime supporter of the United Way. Mr. Callan passed away in 2009 at the age of 88.  Source: San Francisco Chronicle (some biographical data and photo)


Get in touch

Callan is headquartered in San Francisco and has four regional offices in Denver, Atlanta, Chicago, and New Jersey.

Our consultants are not restricted to specific geographical areas. Teams are organized according to the best consultants qualified to handle a relationship, regardless of their home base.

To view a list of consultants by team and location, click here.


San Francisco

600 Montgomery Street
Suite 800
San Francisco, CA 94111

415.974.5060 cannon@callan.com View map


300 Galleria Parkway
Suite 950
Atlanta, GA 30339

770.618.2140 lovettb@callan.com View map


120 North La Salle Street
Suite 2400
Chicago, IL 60602

312.346.3536 wofford@callan.com View map


1900 16th Street
Suite 1175
Denver, CO 80202

303.861.1900 steeleg@callan.com View map

New Jersey

1 Deforest Avenue
Suite 101
Summit, NJ 07901

908.522.3880 grenot@callan.com View map

Media Contact

Elizabeth Anathan
Vice President, Communications

415.274.3020 mediarelations@callan.com

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.