Patrick Wisdom Assistant Vice President

Patrick graduated summa cum laude with a BA from Indiana University, Bloomington and is a Level II Candidate in the CFA Program.

Patrick Wisdom is an Assistant Vice President and associate defined contribution consultant in Callan’s Fund Sponsor Consulting group based in the Chicago office. In this role, he is responsible for providing support to Callan’s DC clients, including fee analyses and structure reviews.

Patrick joined Callan in June of 2018 as an analyst for the Callan Institute. In this position, he helped coordinate Institute events and webinars as well as analyzed Callan’s use of Salesforce and other platforms. Before joining Callan, Patrick interned as a copy editor at the New York Times.

Patrick graduated summa cum laude from Indiana University, Bloomington, with a BA in economics, journalism and Spanish. He is a Level II Candidate in the CFA Program

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.