Greg is responsible for setting the direction of Callan's DC business.
Greg T. Ungerman, CFA, is a senior vice president and Callan’s defined contribution practice leader. Based in the San Francisco headquarters, Greg is responsible for setting the direction of the firm’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. Greg is a member of Callan’s Management Committee and Defined Contribution Committee, and is a shareholder of the firm.
Previously, Greg was the co-manager of Callan’s San Francisco 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, and multi-employer and public plans. His client service responsibilities included strategic planning, plan implementation, coordination of special client requests, and customized performance reporting.
Greg joined Callan in 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 from the University of California, Davis with a BS in managerial economics. Greg is a holder of the right to use the Chartered Financial Analyst® designation and is a member CFA Institute and CFA Society San Francisco.