Meet Callan

We're a private, employee-owned company, which means you get access to a more stable consulting team supported by tools, data, and resources that could only be built by an organization with an exclusive focus on your needs.

Contributing to the communities where we live and work has always been part of who we are. Explore how we're making an impact.

How We're Different

In addition to our unique culture of collaboration and stringent peer review approach, we bring you large-firm resources and small-firm service.

Large Firm Benefits

Experienced Consultants

Depth & Breadth of Resources

Extensive, Proprietary Data & Research

Small Firm Benefits

Employee Ownership

Responsive & Nimble

Personalized Service

Our Core Values

For over four decades, we have followed 8 core values while pursuing our mission to collaborate with each client to build tailored and lasting investment solutions.

Client Interests No. 1

Independent Thought

Quality & Integrity

Every Commitment

Innovation That Matters

Through Research & Education

& Show Collegial Respect

Each Associate's Success

Our Philosophies

Our core philosophies underpin everything we do, from hiring new people to working with clients. Because we are independently owned and not beholden to outside shareholders, we help raise the industry standard by orienting everything we do around our clients' goals.


Investment Philosophy

Combine a long-term perspective with proven investments.


Consulting Philosophy

Fuse historical and market context with innovation to create custom strategies.


Hiring Philosophy

Attract and retain passionate, high-caliber people.

Careers at Callan

We're looking for people who embody our core values and embrace our commitment to setting the industry standard for quality in investment consulting. If you're interested in one of the positions listed, email a cover letter and resume to referencing the position.

Diversity & Inclusion

Our goal is to support a collegial, inclusive culture. Having a diverse array of ideas, experiences, skills, and perspectives benefits not only our organization and our clients but the industry as a whole. Read our Diversity & Inclusion Policy for more detailed information.

Specific to our commitment to industry diversity:

  • Our Diverse and Emerging Manager Committee coordinates our outreach to diverse-, women-, and disabled-owned firms and emerging managers.
  • Callan Connects launched in 2010 to expand our diverse and emerging manager universe by conducting in-person, quarterly meetings at various locations throughout the U.S.
  • Our Institutional Consulting Group (ICG) hosts a recurring “Emerging Managers Best Practices in Communication Workshop” providing an overview of best practices and pitfalls to avoid when communicating with clients, prospects, and consultants.

Callan also supports organizations that advocate for diversity, including National Association of Securities Professionals (NASP), New America Alliance, Robert Toigo Foundation, United Way Bay Area, and the Vista Center for the Blind and Visually Impaired.

Learn more about how we’re making a community impact through giving, volunteering, and advocating throughout the regions where we live and work.

Our Founder: Ed Callan

Born in 1920, Edwin C. Callan grew up in Pennsylvania and Ohio, where his father managed coal mines. He enrolled at Ohio State University at the age of 18, but his father died on the first day of classes. He transferred to UC Berkeley when his mother moved the family to San Francisco. In 1942, Mr. Callan joined the Navy Air Corps along with 50 other Cal graduates and they became known as the Flying Golden Bears. He was awarded the Distinguished Flying Cross and three Air Medals.While on leave in San Francisco, Mr. Callan met Georgina Hopkins in the bar of the Mark Hopkins Hotel, which her family owned. They married in 1945 and settled in San Francisco's Telegraph Hill neighborhood, where they raised two daughters. In 1969, Mr. Callan formed the investment measurement division of Mitchum, Jones & Templeton. Four years later, he and others purchased the division and formed Callan Associates. In the 1990s, Mr. Callan and current Executive Chairman Ron Peyton extended ownership to our firm's second- and third-generation employees. Callan remains employee-owned today.In addition to his many professional accomplishments, Mr. Callan was a longtime supporter of the United Way Bay Area and a proponent for diversity in the financial industry. He supported many initiatives and philanthropies throughout his lifetime. In 1991, Mr. Callan and friend, Marx Cazenave, co-founded Progress Investment Management Company, which Mr. Cazenave led until 2002. Notably, it was the first fund-of-funds of minority- and women-owned managers and was a game changer for the industry. Mr. Callan passed away in 2009 at the age of 88.  Source: San Francisco Chronicle (some biographical data and photo)



We honor our clients' trust by always putting their needs first and providing objective recommendations. Our success depends on quality consultation, professionalism, honesty, and integrity.

Download our Form ADV 2A to review Callan's qualifications and business practices.

Get in touch

Callan is headquartered in San Francisco and has five regional offices in Denver, Atlanta, Chicago, and Summit, NJ, and Portland, OR.

Teams are organized according to the best consultants qualified to handle a relationship, regardless of their home base. View our consultants by specialty and location.


San Francisco

600 Montgomery Street
Suite 800
San Francisco, CA 94111

415.974.5060 View map


1900 16th Street
Suite 1175
Denver, CO 80202

303.861.1900 View map


120 North La Salle Street
Suite 2400
Chicago, IL 60602

312.346.3536 View map


300 Galleria Parkway
Suite 950
Atlanta, GA 30339

770.618.2140 View map

New Jersey

1 Deforest Avenue
Suite 101
Summit, NJ 07901

908.522.3880 View map


111 SW 5th Avenue
Suite 3150
Portland, OR 97204 View map

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