Gary Robertson

Gary Robertson

San Francisco
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San Francisco

Committees & Areas of Interest

Alternatives Review Committee

Private Equity

Private Energy

Emerging Managers & Diverse, Women and Disabled-Owned (EM/DWDO)

Gary is a member of Callan's Alternatives Review Committee.

Gary W. Robertson is a senior vice president in Callan’s Private Equity group. He joined Callan in 1991, and his role includes research, client servicing, strategic planning, portfolio reviews, manager evaluations, and overseeing private equity performance reporting. Gary is a member of Callan’s Alternatives Review Committee and is a shareholder of the firm.

Prior to joining Callan, 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 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.

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