Jim is an investment consultant based in our San Francisco office.
James A. Callahan, CFA, is a senior vice president and senior investment consultant on Callan’s West Coast Consulting team and has over 30 years of experience in the pension and investment industry.
Based in San Francisco, Jim works with a diverse range of institutional investors, including defined benefit plans, defined contribution plans, endowments, and foundations. He advises clients across the full spectrum of services with responsibilities encompassing strategic planning, asset allocation, risk management, portfolio construction and design, investment manager research and selection, alternative investment consulting, and performance evaluation.
Jim chairs Callan’s Client Policy Review Committee, which provides oversight and direction on the firm’s strategic planning work for clients. He is also a member of the firm’s public funds practice group and is a shareholder of the firm.
Jim served as Callan’s president from 2018-2026 and was a member of Callan’s Board of Directors. Prior to serving as president, Jim held multiple management roles including head of the Fund Sponsor Consulting group. Jim joined Callan in 1993 as an analyst in the firm’s Client Report Services group. Prior to Callan, he was an analyst and trader within the money market securities group at Bankers Trust Company in New York.
Outside of Callan, Jim sits on the investment committee for the St. Ignatius College Prep Endowment.
Jim earned a BA in economics from Boston College and was captain of the men’s golf team. He 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.