Lauren is a non-U.S. equity investment consultant and oversees our Callan Connects program.
Lauren E. Mathias, CFA, is a senior vice president and non-U.S. equity investment consultant in Callan’s Global Manager Research group. Lauren is responsible for research and analysis of non-U.S. equity investment managers and assists plan sponsor clients with non-U.S. equity manager searches. In this role, Lauren meets regularly with investment managers to develop an understanding of their strategies, products, investment policies, and organizational structures.
Lauren also oversees the Callan Connects program, which enhances Callan’s coverage of emerging managers and diverse-, women-, and disabled-owned firms. Lauren is also co-chair of Callan’s Inclusion Committee and is a shareholder of the firm.
Lauren joined Callan’s Client Report Services group as an analyst in 2004 and was a member of the U.S. equity research team from 2007 to 2017. Prior to Callan, she assisted an independent financial planner in preparing financial plans for individual investors.
Lauren graduated from California Polytechnic State University, San Luis Obispo, magna cum laude with a BS in business administration, concentrating in financial management and enterprise accounting with a minor in statistics. She is a holder of the right to use the Chartered Financial Analyst® designation.