Callan LLC

600 Montgomery Street San Francisco, CA 94111

415.974.5060

CorPERS

Member Since: 2018

Organization Overview

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.

Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland.

Contacts

John Jackson

Senior Vice President & Senior Consultant

Alex Ford

Senior Vice President

Avery Robinson

Senior Vice President

Cos Braswell

Vice President - Private Credit Research

Craig Chaikin

Elizabeth Anathan

SVP, Communications & marketing

John Pirone

Ric Ford

Senior Vice President

Weston Lewis

Sr VP and Investment Consultant