Diversity & Inclusion

Listening and learning to bring change to our firm and industry

We are serious about improving diversity at our firm and in our industry. Through our executive leadership and Inclusion Committee, we’ve adopted diversity and inclusion as core values and are making them strategical organizing principles. To make Callan a more equitable workplace and to increase engagement with diverse and emerging managers, we are committed to taking the necessary steps, both big and small. 

It starts at the top

While Callan still has a lot to do to accomplish our diversity goals, it’s important to make clear that we are practicing what we preach. And it starts at the top with our gender-diverse senior management team. When an organization has women and people of diverse backgrounds in senior positions, promoting women and/or diverse people becomes part of the natural process.

Callan leaders
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A culture grounded in respect

Callan’s goal is to engage, innovate, and grow with a diverse workforce. It’s been that way since the firm’s founding in 1973. 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

Because Callan employees come from a variety of cultures, backgrounds, and communities, we make every effort to recognize cultural and heritage celebrations throughout the year.

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Management Committee

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Diversity and inclusion at work

Our commitment to diversity and inclusion 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

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).

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Building a Long-Term, Actionable Roadmap

Callan is conducting a comprehensive diversity, equity, and inclusion (DEI) assessment, as well as education and training, in partnership with deepSEE, a recognized leader in DEI. Our work together will form the foundation of creating an actionable roadmap for meaningful, lasting change in the organization.

Callan Inclusion Committee

Chaired by Lauren Mathias and Ron Peyton, the committee collaborates on Callan’s outreach to diverse and emerging managers, and helps to ensure our commitment to diversity is consistent across our consulting offices, communications, and industry engagements. The committee comprises Callan employees from throughout the company, such as consulting, manager research, human resources, and communications, as well as diverse communities, including African American, Asian American, Latin American, Middle Eastern, and LGBTQ.

Read our Diversity & Inclusion policy.

Raman Watson

Senior Analyst

Catherine Beard

Senior Vice President

Sweta Vaidya

Senior Vice President

Kevin Joy

Senior Vice President

Stacy Chang

Vice President

Laura Dawson

Assistant Vice President

Rosanna Sangalang

Senior Vice President

Lauren Mathias

Senior Vice President

Ho Hwang

Vice President

Brianne Weymouth

Senior Vice President

Yosangel Haddad

Senior Vice President

Amy Jones

Senior Vice President

Ron Peyton

Executive Chairman

Avery Robinson

Senior Vice President

Organizations we support

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

Greg Allen

CEO & Chief Research Officer

Greg Allen
“At Callan, we have found that providing a voice for each associate, listening to their diverse needs, and finding practical ways to honor those needs has created a culture that truly embraces a diversity of perspectives and nurtures each individual career path.”

Greg Allen

CEO & Chief Research Officer

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