Ron joined Callan in 1974 and became executive chairman in 2017 after serving for 27 years as the firm’s CEO.
Ron Peyton is executive chairman of Callan, providing firmwide oversight to improve communications, process, service quality, and retention. He regularly meets with clients, associates, and senior industry professionals. He also engages in industry and community events through speaking, writing and service opportunities. Ron chairs the Callan Board of Directors, is a member of Callan’s Institute Advisory Committee, and is a shareholder of the firm.
From 1981 to 1990, Ron served as president and chief operating officer of Callan. He was then chief executive officer through 2017 when he successfully implemented the firm’s succession plan, appointing Greg Allen as chief executive officer and others to senior management and board positions.
Outside Callan, Ron has served on the governing board of Filoli, a National Historic Trust Preservation site since 1998, where he is past president, past treasurer, and now a member of the executive and audit committees. He was appointed to the Chief Diversity Officer Advisory Council, created in June 2020 by the Defined Contribution Institutional Investment Association (DCIIA). He is also a “counselor” for the Indiana University Kelley School of Business Dean’s Council and an advocate for the Vista Center for the Blind and Visually Impaired, which Callan has supported fund raising events for more than 30 years.
From 2008-2018, Ron served on the board of the United Way Bay Area and currently is a cabinet member of its Tocqueville Society. He also served on the CFA Institute’s Performance Presentation Standards Implementation Committee (now GIPS) and was chairman of the Institute’s Asset Manager Code of Conduct Advisory Committee.
Prior to joining Callan in 1974, Ron worked with Marathon Oil Company’s pension investments while serving as an officer in the U.S. Army Reserve. Ron earned an MBA in finance and a BS in accounting at Indiana University, where he was president of the Indiana Delta Upsilon fraternity chapter his junior and senior years.