Brian K. Smith, CFA, is a Senior Vice President in Callan's Atlanta Fund Sponsor Consulting office. He is a member of Callan's Manager Search and Institute Advisory Committees. He is a shareholder of the firm.Brian rejoined Callan in August 2016 after nearly 11 years as Director of Institutional Services at Atlanta Capital Management Co., LLC. While at Atlanta Capital, Brian co-managed multiple business units including client service, consultant relations, new business development, and back-office operations. He served as a member of the Management Committee and was a principal of the firm.
From 1996 to mid-2005 Brian spent 10 years at Callan as an investment manager consultant and shareholder in the Chicago office. While serving the Institutional Consulting Group, Brian consulted to asset managers, mutual fund boards and financial intermediaries regarding product evaluation and analysis, organizational development as well as strategic planning and implementation. He started his career at Ruesch International as a foreign currency specialist.
Brian earned a BS from Spring Hill College and an MBA in Finance from DePaul University. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. He is also a Certified Public Pension Trustee in the state of Georgia.