Barbara Bernard is a senior vice president in Callan's Real Assets Consulting group. She is responsible for strategic planning, implementation, and performance oversight of plan sponsor clients' real assets portfolios. Her role includes the evaluation of managers and their respective real estate products for plan sponsor clients. This due diligence process includes meeting and coordinating with investment managers regarding various strategies, investment processes, track records, and organizational structures. Barbara leads Callan’s research efforts for real estate office and retail sectors, as well as real estate debt and U.S. opportunistic strategies.
Prior to joining Callan in 2017, Barbara was a portfolio manager at CCM U.S. LLC, a real estate investment firm. She has also held investment management and development roles at J.P. Morgan, Fitch IBCA, Lasalle Partners and Spaulding & Slye. She is an accomplished investment professional with a proven track record of investing, managing, valuing, selling, and financing complex real estate portfolios on behalf of institutional investors. She has broad experience with major and alternative property types across U.S. markets, global real estate, private equity fund investing, and experience underwriting and rating pools of commercial mortgages.
Barbara received an MBA from the Kellogg Graduate School of Management, Northwestern University and a BS from West Virginia University.