Patrick Wisdom

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Target Date Funds

Patrick graduated summa cum laude with a BA from Indiana University.

Patrick Wisdom is a vice president and associate defined contribution consultant in Callan’s Chicago consulting office. In this role, he is responsible for providing support to Callan’s DC clients, including fee analysis, investment structure evaluation, and retirement income analysis. Patrick is a shareholder of the firm.

Patrick joined Callan in 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 has passed the Level I exam in the CFA Program.

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