Julia Moriarty

Julia Moriarty

San Francisco
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San Francisco

Committees & Areas of Interest

Target Date Funds

Julia is co-manager of Callan’s Capital Markets Research group.

Julia A. Moriarty, CFA, is a senior vice president and co-manager of Callan’s Capital Markets Research group, which helps clients with 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 Nuclear Decommissioning Funding Study. She 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 CFA Institute and CFA Society San Francisco.

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