Greg T. Ungerman, CFA, is a Senior Vice President and Defined Contribution Practice Leader. Greg is responsible for setting the direction of Callan's DC business, providing DC support both internally to Callan's consultants and externally to Callan's clients, and working with Callan’s team of DC subject matter experts to develop research and insights into DC trends for the benefit of clients and the industry.
Previously Greg was the co-manager of Callan’s San Francisco Fund Sponsor consulting office. He worked with a variety of plan sponsor clients across the western region, including corporate defined benefit and defined contribution plans, foundations/endowments, multi-employer and public plans. His client service responsibilities included strategic planning, plan implementation, coordination of special client requests and customized performance reporting. Greg is a member of Callan's Management and Defined Contribution committees and is a shareholder of the firm.
Greg joined Callan in October of 1998. Before joining the Plan Sponsor consulting group in early 2001, Greg was Senior Analyst in the Client Report Services group. In that role, Greg specialized in all aspects of performance measurement and analytics and was responsible for managing some of Callan's largest reporting relationships. Prior to joining Callan, he worked at IMG, organizing professional golf and tennis tournaments.
Greg graduated in 1998 from UC Davis with a BS degree in Managerial Economics. Greg is a holder of the right to use the Chartered Financial Analyst® designation. He belongs to the CFA Society of San Francisco and CFA Institute.