Karen specializes in consulting with endowments, foundations, and nonprofits.
Karen Heifferon is a senior vice president in Callan’s San Francisco consulting office. She works with a variety of clients, including corporate defined contribution plans, endowments, foundations, and nonprofits. Her responsibilities include client service, investment manager reviews, performance evaluation, research and continuing education, business development, and coordinating special client proposals and requests.
Prior to joining Callan, Karen was a senior investment consultant with Beacon Pointe Advisors. In this role, she served as a consultant to corporations, endowments, foundations, universities, faith-based organizations, hospitals, and professional associations. She was also responsible for review of ESG strategies.
Karen earned an MBA from the University of California, Irvine, Paul Merage School of Business and a BS in biochemistry from Pacific Union College.