Karen M. Harris, ASA, CFA, is a Senior Vice President and a consultant in the Capital Markets Research group. Karen joined Callan in May 2000. She is responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics. She consults to a wide range of asset pools, including defined benefit plans - corporate and public, endowments, hospitals, and insurance companies in areas such as workers comp, health care and casualty. Karen is also an instructor at the "Callan College" and has spoken frequently at the Callan Institute. She is a shareholder of the firm.
Prior to joining the firm, she spent eight years as a consultant with Watson Wyatt Worldwide, an employee benefits consulting firm. Her duties included consulting to plan sponsor clients on pension plan design, funding, accounting, regulatory, and investment issues. She also spent four years in Jakarta assisting the Indonesian government to develop and implement a private employer pension law.
Karen has earned the designation of Associate of the Society of Actuaries (ASA) and is a holder of the right to use the Chartered Financial Analyst® designation. Karen has a Bachelor of Mathematics from the University of Waterloo in Ontario, Canada.