Sara L. Hakim is a senior vice president and consultant in Callan’s New Jersey office. Sara joined Callan in June 2019 and has experience providing advice to a variety of plan sponsor clients, such as corporate defined contribution and defined benefit plans, captive insurance, and endowments and foundations.
She has consulted to numerous investment and retirement committees and has helped clients with investment manager selection and monitoring, manager searches, asset allocation, investment structure design and review, fiduciary/governance best practices, company stock, statement of investment beliefs, investment policy statements, brokerage options, and fee analysis and benchmarking.
Prior to Callan, Sara spent 10 years with Aon Hewitt Investment Consulting in the U.S. and Canada as a senior investment consultant and associate partner. During her tenure with Aon, she was responsible for client services and business development and was the lead consultant on multiple large clients. Prior to Aon, Sara worked for Vanguard and Watson Wyatt Worldwide (Willis Towers Watson) in the U.S., Hong Kong, and Kuala Lumpur, Malaysia. She has delivered presentations in Asia, Canada, and the U.S. on retirement and investment topics.
Sara holds an MBA from Saint Joseph's University in Philadelphia and a Bachelor of Arts degree in economics from the University of Western Ontario in London, Ontario.