Mark N. Stahl, CFA, is a Senior Vice President and Co-Manager of Callan's Global Manager Research group (GMR) which provides fundamental and statistical research on investment managers. Mark oversees the quantitative and qualitative analysis of investment managers and the production of research and client reports. Mark also heads U.S. equity research. He researches and analyzes money management firms with various investment styles for defined benefit and defined contribution clients. Mark works with general consultants and oversees manager searches, conducts on-site visits, and attends final presentations. He regularly interviews and visits portfolio managers and analysts to discuss portfolio strategies, organizational issues, and marketplace trends. Mark is a member of Callan's Management Committee and is also a member of the Investment Committee for the following Callan managed funds: Small Cap, Micro Cap Value, KP Growth Fund. He is a shareholder of the firm.
Prior to joining the U.S. Equity group, Mark was a member of Callan's Fixed Income Research group where he gathered, analyzed, and verified data on U.S. and non-U.S. fixed income investment managers.
Mark earned a BS in Managerial Economics from the University of California at Davis and earned the right to use the Chartered Financial Analyst designation.