Our People

Our team is our greatest competitive advantage. A strong, collegial culture and independent employee ownership help us to attract and retain our industry's top talent.

Executive Team

Each member of our experienced executive team has dedicated her or his career to building a strong company culture that prioritizes client service above all else.

Fund Sponsor Consulting

This team includes general consultants and supporting resources and is directly responsible for managing our asset owner client relationships.

Specialists

Our dedicated research professionals bring their expertise to bear in collaboration with our generalist consultants. Focus areas include public and private equity, fixed income, real assets, hedge funds, custody, securities lending, asset allocation, and defined contribution.

Independent Adviser Consultants

This dedicated team provides a comprehensive set of services to select independent investment advisers. Callan has been serving independent investment advisers since 1991.

Asset Management Division

Launched in 2006, our asset management team specializes in the design, implementation, and ongoing management of multi-manager portfolios.

Investment Management Consultants

This team provides insights, data, and analysis to Callan's investment manager clients. They also offer several events, such as workshops and webinars, throughout the year.

Education and Published Research

This is the team behind the Callan Institute's research and events.

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.