Eric Jorgensen is an Assistant Vice President in Callan's Atlanta Fund Sponsor Consulting office. His responsibilities include supporting clients and consultants in the areas of performance evaluation, strategic planning and implementation, investment manager review and the coordination of special client proposals and requests. Eric joined Callan in 2016.
Prior to joining Callan, Eric worked as a Service Leader with AmeriCorps, working primarily with at-risk youth and assisting in their development of necessary skills ranging from writing to basic computer programming. He also spent time as a volunteer tax preparation assistant for the elderly and lower income families, as well as a research assistant focusing on connections between family finances and childhood development.
Eric received his Masters of Science in Finance from Arizona State University. He graduated from Allegheny College with a double major in Economics and Philosophy. Eric is a Level II Candidate in the CFA Program.