Catherine focuses on private credit and diversifying strategies for our alternatives consulting team.
Catherine Beard, CFA, is a senior vice president in Callan’s Alternatives Consulting group. She joined Callan in 2019, focusing on private credit and diversifying strategies where her role includes manager research, due diligence, client servicing, strategic planning, and portfolio monitoring. Catherine is a member of Callan’s Alternatives Review Committee and Operational Due Diligence Review Committee.
Prior to joining Callan, Catherine was a principal and director of research at Blueprint Capital, a women- and diverse-owned asset management firm. She was also a senior manager of the private credit portfolio at the UAW Retiree Medical Benefits Trust, the alternative credit sector head at Mercer Investment Consulting, and a buy-side credit analyst on the Northern Trust High Yield team and UBS O’Connor’s multi-strategy hedge fund.
Catherine earned an MBA from the Kelley Graduate School of Business, an Advanced French Degree from the L’University Catholique De L’Ouest, and a BA in political science from the University of Kentucky. She is also a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Chicago.