The Independent Adviser Group serves independent investment consulting firms that leverage Callan’s expertise and tools across the industry.
Senior Vice President
Kristin conducts manager research and due diligence with a focus on fixed income managers.
Kristin Bradbury, CFA, is a Senior Vice President in Callan's Independent Adviser Group. Kristin conducts investment manager research and due diligence with a focus on fixed income managers. She is also responsible for conducting manager searches as needed, primarily in the fixed income arena, and for providing client service to IAG members. Kristin is a shareholder of the firm.
Kristin has worked with the IAG since 2007. She began her career in the pension consulting group at Wilshire Associates and then spent several years in the investments department of the Automobile Club of Southern California, where she was a part of a small team that oversaw more than $2 billion of assets. Kristin was also an institutional fixed income portfolio manager at Scudder Kemper Investments for eight years and, prior to joining Callan, was a fixed income product strategist at BlackRock.
Kristin earned her MBA from the University of California, Irvine and graduated from the University of California, Santa Barbara with a BA in Business Economics. She was actively involved with the CFA San Francisco Board (previously known as the Security Analysts of San Francisco) for many years and served as Board President in 2002. She earned the right to use the Chartered Financial Analyst designation.
Executive Vice President and Manager
Eric oversees the day-to-day activities of Callan's Independent Adviser Group. He joined Callan in 1993.
Eric Davison is an Executive Vice President and the Director of Callan's
Independent Adviser Group. He is responsible for overseeing the day-to-day
activities of Callan's Independent Adviser Group ("IAG"). The IAG is the
division of Callan that works closely with a select group of middle market
investment consulting firms and financial intermediaries. Eric is a member of
Callan's Management and Institute Advisory Committees and is a shareholder of the firm.
Prior to joining Callan in 1993, Eric was a consultant with SEI Capital
Resources where he served various pension, endowment, and Taft-Hartley plans
throughout the southwestern United States. Eric's past experience also includes
involvement with the Trust Universe Comparison Service (TUCS) and the Wilshire
Co-Operative (WILCOP), which are divisions of Wilshire Associates
Eric attended the University of Southern California where he earned degrees
in Economics and International Relations.
Assistant Vice President
Minerva coordinates the communication and distribution of research information to IAG members.
Minerva S. Eshabarr is an Assistant Vice President for Callan's
Independent Adviser Group (IAG). She coordinates the communication and
distribution of research information on separate account managers and mutual
funds available through the IAG program to clients. She maintains this
information on the OpCenter, the IAG website. Minerva is also in charge of
the organization and execution of the IAG's Annual National Conference. Her
other responsibilities include maintaining IAG client contracts, client billing,
and responding to client requests for resource information.
Prior to joining the IAG in January of 2001, Minerva developed an
outstanding client service mentality during her fifteen years in hotel sales,
marketing, and service. Minerva is a graduate of San Francisco State
University where she received her degree in Business Administration.
Senior Vice President
George is an SVP with our Independent Adviser Group concentrating on client service and business development.
George Perches is a Senior Vice President in Callan's Independent Adviser
Group. He works with financial intermediaries and middle market consulting firms
on client service and business development.
Prior to joining Callan in 2014, George held a variety of positions in wealth
management and consulting. He began his career in institutional consulting
with Wilshire Associates and SEI Capital Resources. He went on to build a
managed account and consulting service for the Private Client Department of
Montgomery Securities and later served as a Private Wealth Advisor with the
Merrill Lynch Private Banking and Investment Group. More recently, George
has consulted to individual investors on the evaluation and selection of wealth
managers and has helped establish the investment operations of a start-up
Registered Investment Adviser.
George graduated from San Diego State University with a degree in Business
Administration - Finance.
Senior Vice President
Tim provides client servicing and analytical support to our IAG clients. He joined Callan in 2001.
Timothy M. Pollard is a Senior Vice President in Callan's
Independent Adviser Group. Tim provides client servicing and analytical support
to various Callan financial intermediary clients. He also assists in providing
investment manager due diligence and analysis to the IAG Team and IAG Firms. Tim
is a shareholder of the firm.
Prior to joining Callan's IAG division in June of 2004, Tim was a member of
Callan's Global Manager Research group where he was responsible for research and
analysis on the international asset classes including equity, fixed income, and
issues surrounding currency management.
Prior to joining Callan in January of 2001, Tim was the head of Due Diligence
for the Investment Management Services Department at Sutro & Company.
Tim graduated from the University of Arizona with a degree in Political
Science and a minor in Economics and Geography. He also attended Richmond
College in London where he studied International Business and Economics.
Assistant Vice President
Lina earned her Master of Finance degree from Massachusetts Institute of Technology Sloan School of Management
Lina Zhao, CFA, CAIA is an Assistant Vice President in Callan's Independent Adviser Group (IAG). She assists in investment manager research, asset allocation and manager structure projects for IAG clients. She also provides PEP and AssetMAX training and support to IAG members. Prior to joining Callan, Lina was a Senior Investment Analyst at NEPC, where she focused on asset allocation, portfolio construction and manager research for corporate pensions, endowment and healthcare organizations.
Lina earned her Master of Finance degree from Massachusetts Institute of Technology Sloan School of Management and received a Bachelor's degree in Finance from Tsinghua University. She also earned the rights to use the Chartered Financial Analyst designation and Chartered Alternative Investment Analyst designation.