Cody Chapman, CFA, CAIA, is a vice president in Callan's Atlanta Fund Sponsor Consulting office. Cody joined Callan in 2010 and works with a variety of clients including corporate and public defined benefit and defined contribution plans, endowments and foundations. His responsibilities include strategic planning and implementation, investment manager reviews, performance evaluation, continuing education, and the coordination of special projects. Cody is a member of Callan's Alternatives Review Committee and Research Oversight Committee and is a shareholder of the firm.
Prior to joining Callan, Cody worked as an analyst at Broad Street Capital Advisors, where he was responsible for manager searches and due-diligence visits, asset allocation studies, performance measurement, maintaining the firm's manager database, and other special projects. He also held a seat on the firm's Investment Policy Committee.
Cody received a B.A. in finance from the University of Georgia. He is a holder of the right to use the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designation. He is a member of CFA Institute and the Atlanta Society of Finance and Investment Professionals.