Diversity, Equity & Belonging

Building a diverse workforce, pursuing equitable outcomes, and creating a sense of belonging

Callan’s goal is to engage, innovate, and grow with a culture focused on building a diverse workforce, pursuing equitable outcomes, and creating a sense of belonging for all employees. In late 2021, we launched our diversity, equity, and belonging (DEB) strategy to build on the work we’ve done in this area since the firm’s founding in 1973. We’re committed to taking the necessary steps, both big and small, to bring change to our firm and our industry.

Announcing Callan’s new Diversity, Equity & Belonging initiative. Read about it here.

Diversity, Equity & Belonging Leadership and Council

Our Diversity, Equity, and Belonging (DEB) Council supports the DEB Champion (Lauren Mathias) and Executive Sponsor (Greg Allen) in implementing Callan’s DEB strategy across the organization. 

Erik Partida

Client Report Services, Analyst

Paola Juarez

Investment Consulting, VP

Laura Dawson

Communications & Marketing, VP

Greg Allen

CEO & Chief Research Officer

Michael Joecken

Investment Consulting, SVP

Lauren Mathias

Diversity, Equity & Belonging Leadership, SVP

Jeffrey Salyer

Investment Consulting, AVP

Alvaro Vega

Trust, Custody & Securities Lending, VP

Avery Robinson

Real Assets Consulting, SVP
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Management Committee

Female and/or diverse

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Managers

Female and/or diverse

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Employees

Female and/or diverse

An actionable roadmap for lasting change

Seeing the need to improve diversity, equity, and belonging across the firm, Callan hired an outside consultant to conduct a comprehensive needs assessment. After many months of education and training, we worked together to create a long-term, actionable roadmap for meaningful, lasting change in the organization.

We are focused on making significant changes in six key areas:

  • Education
  • Mentoring and Training
  • Retention
  • Recruitment
  • Community Engagement

Hear from the DEB team

In this video, our Diversity, Equity & Belonging (DEB) team members talk about Callan’s DEB initiative and goals.

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A culture grounded in respect

Since its founding in 1973, Callan has built a culture of mutual respect and collegiality. Because we aim to hire people from all walks of life, our clients benefit from the diversity of ideas, experiences, skills, and perspectives that each associate brings.

Celebrating differences

Callan employees come from a variety of cultures, backgrounds, and communities, and we make every effort to recognize cultural and heritage celebrations to educate, inspire, and build a sense of belonging.

Diversity, equity, and belonging at work

Our commitment to diversity, equity, and belonging is at the foundation of our firm, and it shows in all we strive to do for our associates, our communities, and the industry at large. Here are some examples:

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Ensuring the senior team’s involvement in decisions, whether it touches on mentorships, promotions, or committee leadership, for example

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Contributing to organizations, such as the United Way, that support at-risk youth, the disabled, the homeless, and more

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Widening our hiring net to include those with non-traditional backgrounds (e.g., non-finance degrees for financial firms)

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Selecting suppliers based on gender and ethnicity considerations, which includes nine women-owned professional services businesses

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Partnering with United Way Bay Area and Summer Search to find candidates for our thriving internship program (we hire two interns a year into full-time roles)

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Offering family-friendly and flexible work programs

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Recruiting through university student and veteran groups to promote opportunities at Callan

Read our Diversity, Equity & Belonging policy.

Engaging diverse and emerging managers

In 2010, Callan Connects became the first-of-its-kind program developed by an investment consulting firm to engage emerging managers and diverse-, women-, and disabled-owned (DWDO) firms. Each quarter, we meet with you one-on-one (virtually, for now).

Callan becomes a signatory of CFA Institute’s DEI Code

Organizations we support

Because we’re all in this together, Callan supports many organizations that advocate for diversity, equity, and belonging.

Greg Allen

CEO & Chief Research Officer

Greg Allen

“Not only is our DEB initiative critical to Callan’s success, but we hope it will ultimately influence our entire industry. Supporting this initiative from the position of CEO is the best way for me to ensure its success. As the executive sponsor, I can make sure our team has the support and the resources to effect real change.”

Greg Allen

CEO & Chief Research Officer

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