Anne Heaphy Senior Vice President

Based in our Portland office, Anne has more than a decade of investment industry experience.

Anne Heaphy is a senior vice president in Callan's Portland Fund Sponsor Consulting office. She works with a variety of fund sponsor clients including public, multi-employer, and corporate defined benefit and defined contribution plans. Her responsibilities include client service, investment manager reviews, performance evaluation, research and continuing education, business development, and coordinating special client proposals and requests. She is a shareholder with the firm.

Before joining Callan, Anne was a vice president at State Street Global Advisors and a relationship manager with Allianz Global Investors where she was responsible for client service and business development.

Anne earned an MBA from the University of California, Berkeley’s Walter Haas School of Business and a BA in communication studies from the University of California, Los Angeles.

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