James A. Callahan, CFA, is an Executive Vice President and is the Manager of Callan's Fund Sponsor Consulting group. In this role, Jim oversees all of Callan's Fund Sponsor Consulting offices. His clients include public, corporate, and Taft-Hartley pension plans, foundations, and endowments. Jim works directly with his clients in the development of strategic planning including asset allocation and investment policy development, investment manager research and selection, and performance evaluation. In addition to being a member of Callan's Management Committee, Jim serves on Callan's Manager Search, Client Policy Review, Alternatives Review, Institute Advisory and Defined Contribution Committees. He is a shareholder of the firm.
Jim joined Callan in January 1993 and, prior to joining San Francisco Consulting, was a senior analyst in Callan's Client Report Services group. His responsibilities included performance measurement, trading cost analysis, development and testing of new products, and special projects. Prior to joining Callan, Jim was an analyst/trader with Bankers Trust Company in New York.
Jim earned a BA in Economics from Boston College and earned the right to use the Chartered Financial Analyst designation.