SAN FRANCISCO – June 10, 2019 – Callan, a leading institutional investment consulting firm, announced today that Sara Hakim, MBA, joined the firm as a senior vice president. Starting today, she is based in the Summit, NJ office and reports to Callan’s Head of Fund Sponsor Consulting Millie Viqueira.
Ms. Hakim joins Callan from Aon Hewitt Investment Consulting where she was a senior investment consultant, advising corporate and university clients. She has more than a decade of investment consulting experience and more than 22 years in the investment industry. Ms. Hakim graduated with a Bachelor of Arts in economics from the University of Western Ontario and earned a Master of Business Administration from Saint Joseph’s University, Philadelphia.
“Our consulting practice continues to grow so it’s a priority for us to identify exceptional talent to support that growth and our existing clients,” said Ms. Viqueira. “Sara stood out as someone who has terrific experience advising a diverse group of clients, who is thoughtful in her approach, and who is committed to a client-centric approach to consulting. We’re thrilled to have her join our New Jersey office.”
“I’m very happy to have joined the firm,” said Ms. Hakim. “Callan has a history of putting the best interests of its clients first, committing to research-driven thought leadership, and providing a supportive and respectful culture.”
Callan’s Fund Sponsor Consulting group consists of more than 40 investment consultants in six offices across the U.S., working with some of the country’s largest, most sophisticated institutional investors.
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has six offices throughout the U.S. Learn more at callan.com.