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 focusing on new business development in the Western U.S. Prior to that, she was a Relationship Manager with Allianz Global Investors where she was responsible for client service, consultant relations, and sales.
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.