Julia A. Moriarty, CFA, is a Senior Vice President and Co-Manager of Callan's Capital Markets Research group. The Capital Markets Research group helps Callan's fund sponsor clients with their strategic planning, conducting asset/liability studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics. The group consults to a wide range of clients, including defined benefit and defined contribution employee-benefit plans (corporate, public, and Taft-Hartley), endowments, foundations, insurance, hospitals, health-care systems, and nuclear decommissioning trusts. Julia also conducts target date manager research and publishes Callan’s annual Nuclear Decommissioning Funding Study. Julia is a shareholder of the firm.
Julia earned an MBA from the University of California at Berkeley's Haas School of Business and a BS in Finance from California Polytechnic State University at San Luis Obispo. She is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the CFA Society of San Francisco and CFA Institute.