member

James O’Connor Assistant Vice President

Jim joined Callan in 2010. He is based in Chicago and is a member of our Defined Contribution group.
member

James O'Connor is an Assistant Vice President in Callan's Chicago Fund Sponsor Consulting office. He joined Callan in 2010. Jim provides analytical support in a variety of areas including current and potential client proposals, manager research, and performance evaluation. Jim also is a member of Callan's Defined Contribution Group and is responsible for providing support to Callan's DC clients and consultants including investment structure evaluations, fee analyses, and industry research.

Jim graduated from the University of Dayton with a BS in Finance and Business Economics. He participated in R.I.S.E., which is the world's largest student investment forum. Also, he was one of fifteen students selected to manage a $10.6 million portfolio, which was at the time one of the top 10 largest undergraduate equity portfolios in the nation.

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.