Mark is the manager of Callan's Trust Advisory Group and a shareholder of the firm.
Mark Andersen is a senior vice president and manager of Callan’s Trust Advisory Group (TAG). He is responsible for design, asset allocation, manager structure, and general investment research for the firm’s discretionary mandates. He also supports firmwide research on multi-asset class strategies (MACs), liquid alternatives, and real asset investments, and he serves as a portfolio strategist. Mark is a member of Callan’s Defined Contribution and Management 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 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.