member

Anne Maloney Senior Vice President

Anne is Manager of Callan’s Institutional Consulting Group.
member

Anne C. Maloney is a Senior Vice President and Manager of Callan’s Institutional Consulting Group. Anne joined Callan in 2007 and consults to investment management organizations in the areas of product evaluation and analysis, evaluation and enhancement of client servicing, new business development and organizational analysis. She is a member of Callan’s Management Committee and Callan’s Institute Advisory Committee and is a shareholder of the firm.

Prior to joining Callan, Anne was a consultant with The Marco Consulting Group. Anne’s work included investment policy review, asset allocation and investment implementation, manager selection assistance and performance evaluation to Taft-Hartley clients. Previously she was with Columbus Circle Investors as Vice President of Marketing and Client Services. Early in her career, she was a vice president and consultant to investment managers with SEI (formerly A.G. Becker).

Anne is located in Callan’s Chicago office and consults to investment management firms throughout the United States. She earned a BA from Greenville College.

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