James Veneruso, CFA, CAIA, is a senior vice president and defined contribution consultant in Callan's Fund Sponsor Consulting group. He is based in our Summit, New Jersey office. Jimmy joined Callan in 2007, providing analytical support to Callan's DC clients and consultants. He is responsible for research and analysis of target date strategies and assists plan sponsor clients with target date manager searches and suitability studies. Jimmy meets regularly with investment managers to develop an understanding of their asset allocation, philosophy, investment policies, and organizational structures. He is a regular speaker at the "Callan College" and various investment forums, and his views have been featured in numerous publications. He is also a shareholder of the firm.
Prior to joining Callan, Jimmy served for over two years as a United States Peace Corps Volunteer in the Kingdom of Tonga. He served as project manager for the Future Farmers of Tonga program and taught at Queen Salote College.
Jimmy received his master's degree in economics from the University of Illinois and graduated with departmental honors, earning a BS in computer science and economics at Vanderbilt University. He is a holder of the right to use the Chartered Financial Analyst® designation and the CAIA designation. Jimmy is a member of the CFA Society of New York and is a Level II FRM Candidate.