Mark Andersen is a Senior Vice President in Callan's Trust Advisory Group (TAG), where he is responsible for asset allocation, manager structure, and general investment research for discretionary portfolios. He also supports firm-wide research on liquid alternatives, multi-asset, and real asset investments, and serves as a portfolio strategist. Mark is a member of Callan's Defined Contribution, and Alternatives Review Committees and is a shareholder of the firm.
Prior to joining TAG, Mark was a member of Callan's Independent Adviser Group for 10 years. In this role he focused on capital market research, investment manager research, and portfolio construction in support of Callan's middle market adviser investment platform. Prior to joining Callan, Mark worked as Director of Research at Hewins Financial Advisors, where he was responsible for manager research, performance measurement, and operations. Before joining Hewins, Mark was a technology, medical device, and media research analyst at Robert W. Duggan and Associates.
Mark graduated from the University of California at Santa Barbara with a degree in Economics.