As an associate consultant, Gwen provides support to our firm's investment consultants.
Gwen Lohmann, CFA, is an assistant vice president and an associate consultant on Callan’s Denver consulting team. Gwen provides analytical support to the generalist consultants in a variety of areas including client proposals, performance evaluation, investment manager research, and special projects.
Prior to joining Callan in 2023, Gwen was a financial adviser at Plante Moran in Denver, where she worked with high-net-worth individuals and families on portfolio management, cash planning, and estate planning.
Gwen graduated summa cum laude from the University of Denver, obtaining a BS in business administration with a double major in finance and business information and analytics. She is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society San Francisco.