Elizabeth oversees the firm’s communications and marketing functions.
Elizabeth Anathan is a senior vice president and manager of Callan’s communications and marketing team. She oversees the firm’s communication and marketing functions, including internal and external communications, content development, email marketing, brand management, marketing automation, and media relations. Elizabeth is a shareholder of the firm.
Prior to joining Callan in 2017, Elizabeth was the director of client service for Symphony Asset Management, where she managed client relationships with several institutional clients and their investment consultants, and collaborated on the firm’s business development, marketing, and sales support efforts. She also held numerous management positions at Fisher Investments in research, content management, and institutional client service.
Elizabeth earned a BA in history and international studies from Boston College and held the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.