Todd Carabasi, CFA, CAIA, is a Vice President in Callan's Atlanta Fund Sponsor Consulting office. His responsibilities include supporting clients in the areas of performance evaluation, strategic planning and implementation, investment manager review and the coordination of special client proposals and requests. Todd joined Callan in 2013 and is a member of Callan’s Defined Contribution and Research Oversight Committees. He is a shareholder with the firm.
Prior to joining Callan, Todd worked at J.P. Morgan Private Bank, most recently as an Analyst supporting a client base of high net worth individuals and families, small businesses, endowments and foundations. In this role, he performed asset allocation analyses, prepared investment performance reviews and interfaced with clients on a broad range of matters.
Todd graduated magna cum laude from the University of South Carolina with a Bachelor of Science in International Business and Finance (minor in German) and is a member of the University of South Carolina Alumni Association. He is a holder of the right to use the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designation. He is a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals.