Callan Executives, Consultants, and Specialists

Executive
Ronald Peyton, Executive Chairman
Gregory Allen, CEO, CRO, President
Ann De Luce, EVP & Chief Compliance Officer
Inga Sweet, EVP and Chief Operating Officer
Ivan “Butch” Cliff III, CFA, EVP & Director of Investment Research
James Callahan, CFA, EVP and Manager Fund Sponsor Consulting
Denise Steele, Senior Vice President & Director of Operations
Susan Taylor, Senior Vice President and Chief Financial Officer

Atlanta Consulting Office
Elizabeth Hood, CFA, Senior Vice President & Manager
Weston Lewis, CFA, CAIA, Senior Vice President
Brian Smith, CFA, Senior Vice President
William (Bill) Emmett, Senior Vice President
Todd Carabasi, CFA, Vice President
Cody Chapman, CFA, CAIA, Vice President
Eric Jorgensen, Assistant Vice President
Brad Penter, Assistant Vice President
Lisa Pickelsimer, Assistant Vice President
Betty Lovett, Executive Assistant

Chicago Consulting Office
Ann O’Bradovich, Senior Vice President &Manager
Ryan Ball, CFA, Senior Vice President
Rod Bare, Senior Vice President
John Jackson, CFA, Senior Vice President
Michael Joecken, Senior Vice President
Brady O’Connell, CFA, CAIA, Senior Vice President
Brianne Weymouth, CAIA, Senior Vice President
James O’Connor, Assistant Vice President
Maria Wofford, Assistant Vice President
Citlali Cuevas, Administrative Assistant

Denver Consulting Office
Janet Becker-Wold, CFA, SVP Manager
Paul Erlendson, Senior Vice President
Gordon Weightman, CFA, Senior Vice President
Alexander Browning, Vice President
Connor Foy, Assistant Vice President
Adam Lozinski, Assistant Vice President

New Jersey Consulting Office
Mildred Viqueira, SVP and Manager
Yosangel Haddad, Senior Vice President
Anthony Pellecchia, Senior Vice President
Thomas Shingler, Senior Vice President
Annoesjka West, Senior Vice President
Michael Stellato, Senior Vice President
David Miller, Assistant Vice President
Britton Murdoch, Assistant Vice President
Nidia Grenot, Executive Assistant

San Francisco Consulting Office
Greg DeForrest, CFA, SVP and Co-Manager
Greg Ungerman, CFA, SVP and Co-Manager
Steven Center, CFA, Senior Vice President
Uvan Tseng, CFA, Senior Vice President
Anne Heaphy, Senior Vice President
Connie Lee, CFA, Senior Vice President
Claire Telleen, CFA, Senior Vice President
Karen Heifferon, Vice President
Claudia Bartek, Assistant Vice President
Matthew Talmadge, Assistant Vice President
Cyndi Cannon, Executive Assistant

Trust, Custody and Securities Lending Group
Virgilio “Bo” Abesamis III, EVP and Manager
Mark Kinoshita, Senior Vice President

Defined Contribution Consulting Services
Lori Lucas, CFA, EVP &Defined Contribution Practice Leader
Jamie McAllister, Senior Vice President
Jana Steele, Vice President
Benjamin Taylor, Senior Vice President
James Veneruso, CFA, CAIA, Senior Vice President
Tom Szkwarla, Assistant Vice President

Real Assets Consulting
Sally Haskins, SVP and Co-Manager
Avery Robinson, CAIA, SVP and Co-Manager
Barbara Bernard, Senior Vice President
Jan Mende, Senior Vice President
Jonathan Gould, CAIA, Vice President
Lauren Sertich, CAIA, Vice President
Kevin Nagy, CAIA, Assistant Vice President

Institutional Consulting Group
Judith McKinney, EVP & Manager
Anne Maloney, Senior Vice President
Nona Phillips, Assistant Vice President
Corry Walsh, CFA, CAIA, Assistant Vice President

Independent Adviser Group
Eric Davison, EVP and Director
Kristin Bradbury, CFA, Senior Vice President
George Perches, Senior Vice President
Timothy Pollard, Senior Vice President
Corey Schier, Senior Vice President
Minerva Eshabarr, Vice President

Trust Advisory Group
Minho Hyun, CFA, SVP and Manager
Mark Andersen, Senior Vice President
Michael Bell, Senior Vice President
Sudev Chaluvadi, Analyst
JJ Milder, Senior Vice President
Douglas Grochowski, Vice President
Dante Cirimele, Assistant Vice President
Priscilla Luu, Senior Analyst
Alexander Velasco, Analyst

Global Manager Research
Amy Jones, SVP & Co-Manager
Mark Stahl, CFA, SVP & Co-Manager
Andy Iseri, CFA, Senior Vice President
Lauren Mathias, CFA, Senior Vice President
Ho Hwang, Vice President
Kevin Machiz, CFA, FRM, Vice President
Maria Sandberg, Vice President
Nathan Wong, CFA, Vice President
Mark Wood, CFA, Vice President
Kyle Fekete, Assistant Vice President
Rufash Lama, Analyst
Irina Sushch, Assistant Vice President

Capital Markets & Alternatives Research
Jay Kloepfer, Executive Vice President and Director

Capital Markets
Jason Ellement, FSA, CFA, Senior Vice President
Karen Harris, ASA, CFA, Senior Vice President
Julia Moriarty, CFA, Senior Vice President
John Pirone, CFA, CAIA, Senior Vice President
James Van Heuit, Senior Vice President

Hedge Fund Research
James McKee, Senior Vice President and Director
Sean Lee, CFA, Assistant Vice President

Private Equity Research
Gary Robertson, Senior Vice President and Manager
Jay Nayak, Senior Vice President
Michael Bise, Vice President
Ashley DeLuce, Senior Analyst