JJ Milder Senior Vice President

JJ joined Callan in 2010. She provides relationship management to Trust Advisory Group clients.

JJ Milder is a Senior Vice President in Callan's Trust Advisory Group. She joined Callan in February, 2010 to market investment management services to the plan sponsor and consultant marketplace and to provide relationship management to Trust Advisory Group clients. JJ is a shareholder of the firm.

Prior to joining Callan, JJ held senior level marketing positions with several Boston asset management firms including: Head of Client Service at Batterymarch Financial Management, Senior Vice President and Head of Client & Consultant Services at State Street Research & Management, and Consultant Relations at The Putnam Companies.

JJ's institutional investment industry experience spans over 25 years and includes managing large plan sponsor and consultant relationships as well as product development and institutional marketing.

JJ graduated with a BA from Purdue University. She is a member of CFA Institute and the CFA Society New Mexico. JJ is on the Board of the CFA Society New Mexico.

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.