James A. Callahan, CFA, President, oversees our consulting services groups, including Fund Sponsor Consulting, Defined Contribution Consulting, Real Assets Consulting, Trust, Custody and Securities Lending, and the Independent Advisor Group. In addition to being a member of Callan’s Management Committee, Jim serves as the chair of Callan's Client Policy Review Committee, which provides oversight and direction on the firm’s strategic planning work for clients. He is a shareholder of the firm.
Prior to his role as president, Jim served as the head of Fund Sponsor Consulting, overseeing the firm’s five consulting offices. Jim’s prior roles at Callan include management of the San Francisco, Atlanta, and Chicago offices. He joined Callan in 1993 as an analyst in the firm’s Client Report Services group and was previously an analyst and trader within the money market securities team at Bankers Trust Company in New York.
Jim earned a B.A. in Economics from Boston College and is a holder of the right to use the Chartered Financial Analyst® designation.