Mark R. Wood, CFA, is a Senior Vice President and U.S. equity investment consultant in Callan's Global Manager Research group. He joined Callan in 2013 and is responsible for research and analysis of U.S. equity investment managers and assists plan sponsor clients with U.S. equity manager searches. He meets regularly with investment managers to develop an understanding of their strategies, products, investment policies, and organizational structures. Mark is a member of Callan's ESG Committee and is a shareholder of the firm.
Prior to Callan, Mark worked as the senior research analyst for Cook Street Consulting, Inc., a boutique consulting firm based in Denver. He was responsible for investment manager searches and due diligence for U.S. equity, fixed income, and target date asset classes.
Mark earned a BS in finance from the University of Colorado. He is a holder of the right to use the Chartered Financial Analyst® designation.