Jay Kloepfer

Jay Kloepfer

San Francisco
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San Francisco

Committees & Areas of Interest

Institute Advisory Committee

Jay is author of the Callan Periodic Table of Investment Returns.

Jay V. Kloepfer is an executive vice president and the director of Capital Markets Research group, helping clients with their strategic planning, conducting asset allocation and asset/liability studies, developing optimal investment manager structures, evaluating defined contribution plan investment lineups, and providing custom research on a variety of investment topics. He is a member of the Callan Institute Advisory Committee and is a shareholder of the firm.

Jay is the author of the Callan Periodic Table of Investment Returns, which he created in 1999. Prior to joining Callan, Jay was a senior economist and the Western Regional Manager for Standard & Poor’s DRI.

Outside of Callan, Jay sits on the board of KEEN San Francisco, a nonprofit organization that provides opportunities for disabled children and young adults to engage in physical activities with one-on-one volunteers. KEEN stands for Kids Enjoy Exercise Now!

Jay earned an MA in economics from Stanford and a BS with honors in economics from the University of Oregon.

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