Greg leads the firm as president, chief executive officer, and chief research officer.
Gregory C. Allen is Callan’s president, chief executive officer, and chief research officer. He oversees the firm’s business, works directly with clients, is actively involved in the firm’s investment research and education efforts, and serves on Callan’s Management Committee, Board of Directors, and Institute Advisory Committee.
Greg joined Callan in 1988 as a capital markets analyst, focusing on capital markets projections, actuarial modeling, and asset/liability analysis. In 1993, he assumed leadership of the Operations and Capital Markets Research groups, overseeing the redesign of the firm’s database management and performance measurement systems. He became director of research in 2000, president in 2007, and CEO in 2017.
Greg has published research in industry publications and peer-reviewed journals, including The Journal of Portfolio Management and the Journal of Investment Management, and is a frequent speaker on institutional investment-related topics.
Greg’s philanthropy and volunteer work include longstanding support for the United Way Bay Area, National Interscholastic Cycling Association (NICA), Trips for Kids, and USA Cycling. He serves as vice chair of USA Cycling’s board of directors and treasurer of the USA Cycling Foundation.
Greg earned an MS in applied economics and a BA, cum laude, in economics from the University of California, Santa Cruz.