Lisa K. Pickelsimer is an Assistant Vice President in Callan's Atlanta Fund Sponsor Consulting office. Her responsibilities include consultant support in the areas of performance evaluation, strategic planning and implementation, investment manager review, new business development and the coordination of special projects. Lisa joined Callan in 2000 and is also the Operations Manager of the Atlanta office.
Lisa began her investment career with the Private Client Group of Merrill Lynch where she served as a Registered Sales Associate for more than 10 years. In this role she worked with high net worth individuals, small businesses and foundations. Her background also includes extensive experience in sales and marketing with Equifax.
Lisa earned a BS in Psychology from Kennesaw State University.