Callan Associates
Industry: Company
DescriptionFounded: 1973 Subsidiary: Callan Associates Inc, Asset Management Arm
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Callan Associates Employees
Employee
Years
Job
Industry
Anne Coupe Anne Coupe's Callan Associates Experience 1996 - 2003
Job Managing Director, Head of Consultant Relations at UBS
Industry Investment Management
Experience
UBS December 2010 - Present
Deutsche Bank 2007 - 2010
William Blair & Company 2004 - 2007
JPMorgan Chase 2003 - 2004
Callan Associates 1996 - 2003
Skills
Equities, Investment Banking, Derivatives, Asset Management, Portfolio Management, Trading, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Wealth Management, Investments, Microsoft Office, Asset Allocation
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
University of Virginia
Bachelor of Arts (B.A.), American Government and Politics (United States)
UBS December 2010 - Present
Deutsche Bank 2007 - 2010
William Blair & Company 2004 - 2007
JPMorgan Chase 2003 - 2004
Callan Associates 1996 - 2003
Skills
Equities, Investment Banking, Derivatives, Asset Management, Portfolio Management, Trading, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Wealth Management, Investments, Microsoft Office, Asset Allocation
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
University of Virginia
Bachelor of Arts (B.A.), American Government and Politics (United States)
Tamara Day Tamara Day's Callan Associates Experience May 2011 - May 2012
Job Marketing Communitcations Specialist at FarrellRoeh Group
Industry Financial Services
Experience
Troy Hansford Real Estate Team June 2014 - Present
Farrell-Roeh Group January 2013 - Present
Callan Associates May 2011 - May 2012
LPL Financial January 2009 - May 2011
Skills
E-commerce SEO, Social Media Marketing, WordPress, iWork, Presentations, Wealth Management, Strategic Financial..., Asset Allocation, Investments, Wealth, Estate Planning, Mutual Funds, Executive..., Microsoft Office, Microsoft Word, Adobe Creative Suite, Joomla, Google Analytics, Google Adwords, SharePoint, Salesforce.com, Sales Management, Event Planning, SEO
Education
Cherokee Trail High School
Cherokee Trail High School
Cherokee Trail High School
Cherokee Trail High School
College for Financial Planning
Financial Planning and Services
San Diego State University-California State University
Business Administration and Management, General
Troy Hansford Real Estate Team June 2014 - Present
Farrell-Roeh Group January 2013 - Present
Callan Associates May 2011 - May 2012
LPL Financial January 2009 - May 2011
Skills
E-commerce SEO, Social Media Marketing, WordPress, iWork, Presentations, Wealth Management, Strategic Financial..., Asset Allocation, Investments, Wealth, Estate Planning, Mutual Funds, Executive..., Microsoft Office, Microsoft Word, Adobe Creative Suite, Joomla, Google Analytics, Google Adwords, SharePoint, Salesforce.com, Sales Management, Event Planning, SEO
Education
Cherokee Trail High School
Cherokee Trail High School
Cherokee Trail High School
Cherokee Trail High School
College for Financial Planning
Financial Planning and Services
San Diego State University-California State University
Business Administration and Management, General
Kevin Nagy Kevin Nagy's Callan Associates Experience November 2013 - Present
Job Investment Analyst at Callan Associates
Industry Financial Services
Experience
Callan Associates November 2013 - Present
Travis Credit Union July 2013 - November 2013
Skills
Microsoft Word, Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Research, Financial Analysis, Leadership, Analysis, Finance, Investments, Risk Management, Data Analysis
Education
Occidental College 2009 — 2013
Bachelor of Arts (BA), Economics
University of Otago 2012 — 2012
Economics
Callan Associates November 2013 - Present
Travis Credit Union July 2013 - November 2013
Skills
Microsoft Word, Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Research, Financial Analysis, Leadership, Analysis, Finance, Investments, Risk Management, Data Analysis
Education
Occidental College 2009 — 2013
Bachelor of Arts (BA), Economics
University of Otago 2012 — 2012
Economics
Garrick Leung Garrick Leung's Callan Associates Experience April 2013 - Present
Job Analyst at Callan Associates
Industry Investment Management
Experience
Callan Associates April 2013 - Present
Wells Fargo Securities 2012 - April 2013
Scottrade March 2010 - July 2011
Osterweis Capital Management July 2009 - September 2009
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Finance
Callan Associates April 2013 - Present
Wells Fargo Securities 2012 - April 2013
Scottrade March 2010 - July 2011
Osterweis Capital Management July 2009 - September 2009
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Finance
Kevin Ahlvin Kevin Ahlvin's Callan Associates Experience 1991 - 1999
Job Product/Content Marketing | Demand Gen | Growth | SaaS
Industry Internet
Experience
Salesforce May 2014 - June 2015
Thomson Reuters May 2009 - April 2014
Project KickStart May 2007 - May 2009
Yahoo! January 2005 - May 2007
WebEx March 2004 - January 2005
inServ CRM 2000 - 2001
Callan Associates 1991 - 1999
Skills
PPC, SaaS, CRM, Web Design, Online Advertising, Web Analytics, SEM, Product Marketing, SEO, Product Management, Lead Generation, Analytics, Email Marketing, Social Media Marketing, Digital Marketing, Marketing Management, Entrepreneurship, Market Research, Marketing Strategy, Marketing, Strategic Partnerships, Marketing Communications, E-commerce, Competitive Analysis, Enterprise Software, Leadership, Customer Acquisition, Online Marketing, B2B Marketing, Google Analytics, Salesforce.com, Marketo, ExactTarget, Google Webmaster Tools, Involver, Google A, Social Media, Radian6, Usability, Financial Services, Marketing Analytics, Competitive Marketing..., Optimost, Constant Contact, Vertical Response, Google Website Optimizer, ForeSee, Web Marketing, Direct Marketing, Google Adwords
Education
University of California, Berkeley
BA Social Science, BA Spanish
Santa Clara University - Leavey School of Business
MBA, Silicon Valley Business & Technology Focus
Salesforce May 2014 - June 2015
Thomson Reuters May 2009 - April 2014
Project KickStart May 2007 - May 2009
Yahoo! January 2005 - May 2007
WebEx March 2004 - January 2005
inServ CRM 2000 - 2001
Callan Associates 1991 - 1999
Skills
PPC, SaaS, CRM, Web Design, Online Advertising, Web Analytics, SEM, Product Marketing, SEO, Product Management, Lead Generation, Analytics, Email Marketing, Social Media Marketing, Digital Marketing, Marketing Management, Entrepreneurship, Market Research, Marketing Strategy, Marketing, Strategic Partnerships, Marketing Communications, E-commerce, Competitive Analysis, Enterprise Software, Leadership, Customer Acquisition, Online Marketing, B2B Marketing, Google Analytics, Salesforce.com, Marketo, ExactTarget, Google Webmaster Tools, Involver, Google A, Social Media, Radian6, Usability, Financial Services, Marketing Analytics, Competitive Marketing..., Optimost, Constant Contact, Vertical Response, Google Website Optimizer, ForeSee, Web Marketing, Direct Marketing, Google Adwords
Education
University of California, Berkeley
BA Social Science, BA Spanish
Santa Clara University - Leavey School of Business
MBA, Silicon Valley Business & Technology Focus
Cassie Lue Cassie Lue's Callan Associates Experience October 2011 - August 2014
Job Trading Operations Associate at Algert Global LLC
Industry Financial Services
Experience
Algert Global LLC August 2014 - Present
Callan Associates October 2011 - August 2014
Equilar August 2011 - October 2011
Morgan Stanley April 2011 - June 2011
HAECO June 2010 - September 2010
Kokiryo June 2009 - September 2009
Skills
Analysis, Microsoft Excel, Investments, Training, Portfolio Management, Management, Valuation, Strategic Planning, Operations Management, Corporate Finance, Microsoft Word, Onboarding
Education
University of California, Davis 2007 — 2011
B.A., International Relations, East Asian Studies
Algert Global LLC August 2014 - Present
Callan Associates October 2011 - August 2014
Equilar August 2011 - October 2011
Morgan Stanley April 2011 - June 2011
HAECO June 2010 - September 2010
Kokiryo June 2009 - September 2009
Skills
Analysis, Microsoft Excel, Investments, Training, Portfolio Management, Management, Valuation, Strategic Planning, Operations Management, Corporate Finance, Microsoft Word, Onboarding
Education
University of California, Davis 2007 — 2011
B.A., International Relations, East Asian Studies
Deepi Sidhu Deepi Sidhu's Callan Associates Experience July 2011 - Present
Job Data Operations at Addepar
Industry Financial Services
Experience
Addepar December 2014 - Present
Callan Associates July 2011 - Present
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Due Diligence, Market Research, Data Analysis, Analysis, Economics, Investments, Portfolio Management, Corporate Finance
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (B.A.)
Addepar December 2014 - Present
Callan Associates July 2011 - Present
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Due Diligence, Market Research, Data Analysis, Analysis, Economics, Investments, Portfolio Management, Corporate Finance
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (B.A.)
Rod Bare Rod Bare's Callan Associates Experience 2014 - Present
Job
Industry Investment Management
Experience
Callan Associates 2014 - Present
Russell Investments 2010 - 2014
Skills
Defined Contribution, ERISA, Equities, Fixed Income Strategies, Alternative Investments, Stable Value, Equity Research, Options, Asset Allocation, Retirement Plan..., Valuation, Investment Management, Investment Strategies, Asset Management, Portfolio Management, Mutual Funds, Hedge Funds
Education
The University of Chicago - Booth School of Business
MBA
Illinois State University
BS
Callan Associates 2014 - Present
Russell Investments 2010 - 2014
Skills
Defined Contribution, ERISA, Equities, Fixed Income Strategies, Alternative Investments, Stable Value, Equity Research, Options, Asset Allocation, Retirement Plan..., Valuation, Investment Management, Investment Strategies, Asset Management, Portfolio Management, Mutual Funds, Hedge Funds
Education
The University of Chicago - Booth School of Business
MBA
Illinois State University
BS
Sue Buff Sue Buff's Callan Associates Experience 1990 - 1993
Job software product management consultant
Industry Computer Software
Experience
nonprofits 2005 - Present
early stage software companies 1999 - 2001
Barra 1996 - 1999
consultant 1994 - 1995
Callan Associates 1990 - 1993
Intel Corporation 1986 - 1990
AT&T Bell Labs 1984 - 1986
Education
Stanford University
M.S., Operations Research
Cornell University
B.A., Mathematics
Brighton High School
nonprofits 2005 - Present
early stage software companies 1999 - 2001
Barra 1996 - 1999
consultant 1994 - 1995
Callan Associates 1990 - 1993
Intel Corporation 1986 - 1990
AT&T Bell Labs 1984 - 1986
Education
Stanford University
M.S., Operations Research
Cornell University
B.A., Mathematics
Brighton High School
Cory Babcock Cory Babcock's Callan Associates Experience May 2013 - March 2014
Job Investment Strategies Group at HSBC
Industry Banking
Experience
HSBC Private Bank March 2014 - Present
Callan Associates May 2013 - March 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Financial Analysis, Microsoft Office, Market Research, Research, Management, Portfolio Management, Asset Allocation
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Business
London School of Economics and Political Science
Danish Institute for Study Abroad
International Business
The Pingry School 2005 — 2009
HSBC Private Bank March 2014 - Present
Callan Associates May 2013 - March 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Financial Analysis, Microsoft Office, Market Research, Research, Management, Portfolio Management, Asset Allocation
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Business
London School of Economics and Political Science
Danish Institute for Study Abroad
International Business
The Pingry School 2005 — 2009
John M. Carr John M. Carr's Callan Associates Experience January 2006 - June 2011
Job Executive Vice President at WEDGE Capital Management LLP
Industry Investment Management
Experience
WEDGE Capital Management, LLP July 2011 - Present
Callan Associates January 2006 - June 2011
INVESCO June 2000 - January 2006
RidgeWorth Investments April 1998 - May 2000
Towers Watson April 1993 - April 1998
Skills
Financial Modeling, Hedge Funds, Investment Strategies, Alternative Investments, Portfolio Management, Management, Asset Allocation, Investments, CRM, Asset Managment
Education
Emory University 1989 — 1993
BBA, Finance
WEDGE Capital Management, LLP July 2011 - Present
Callan Associates January 2006 - June 2011
INVESCO June 2000 - January 2006
RidgeWorth Investments April 1998 - May 2000
Towers Watson April 1993 - April 1998
Skills
Financial Modeling, Hedge Funds, Investment Strategies, Alternative Investments, Portfolio Management, Management, Asset Allocation, Investments, CRM, Asset Managment
Education
Emory University 1989 — 1993
BBA, Finance
Philippe Bouet Philippe Bouet's Callan Associates Experience May 2012 - Present
Job Senior Analyst at Callan Associates
Industry Banking
Experience
Callan Associates May 2012 - Present
Callan Associates February 2012 - May 2012
University of Bristol October 2010 - December 2010
Airbus June 2009 - July 2009
Skills
Financial Analysis, Microsoft Excel, Fixed Income, Asset Allocation, Equities, Portfolio Management, Equity Valuation, Fixed Income Analysis, Bloomberg, Investments
Education
University of San Francisco 2010 — 2012
Master of Science in Financial Analysis, Investments and Securities
University of Bristol 2009 — 2010
Bachelor, International Economics
Université de Toulouse 1 2007 — 2009
Bachelor, International Economics and Finance
Callan Associates May 2012 - Present
Callan Associates February 2012 - May 2012
University of Bristol October 2010 - December 2010
Airbus June 2009 - July 2009
Skills
Financial Analysis, Microsoft Excel, Fixed Income, Asset Allocation, Equities, Portfolio Management, Equity Valuation, Fixed Income Analysis, Bloomberg, Investments
Education
University of San Francisco 2010 — 2012
Master of Science in Financial Analysis, Investments and Securities
University of Bristol 2009 — 2010
Bachelor, International Economics
Université de Toulouse 1 2007 — 2009
Bachelor, International Economics and Finance
Michael O'Keeffe Michael O'Keeffe's Callan Associates Experience 1988 - 1990
Job Managing Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. December 2013 - Present
Triangle Park LLC October 2010 - November 2013
Merrill Lynch November 2004 - September 2010
Wilshire Associates 1998 - 2004
Wilshire Associates 1990 - 1998
Callan Associates 1988 - 1990
Wilshire Associates 1984 - 1988
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Claremont Graduate University 1981 — 1982
MA, Operations Research
Pomona College 1977 — 1982
BA, Mathematics
Stifel Financial Corp. December 2013 - Present
Triangle Park LLC October 2010 - November 2013
Merrill Lynch November 2004 - September 2010
Wilshire Associates 1998 - 2004
Wilshire Associates 1990 - 1998
Callan Associates 1988 - 1990
Wilshire Associates 1984 - 1988
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance
Claremont Graduate University 1981 — 1982
MA, Operations Research
Pomona College 1977 — 1982
BA, Mathematics
Jonathan Shelon's Callan Associates Experience July 1998 - March 2001
Job CIO, Specialized Strategies Team at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2011 - Present
Fidelity Investments April 2001 - June 2011
Callan Associates July 1998 - March 2001
Milliman May 1993 - May 1998
Skills
Portfolio Management, Investments, Fixed Income, Equities, Derivatives, Asset Allocation, Bloomberg, Financial Modeling, Hedge Funds, Asset Management, Risk Management, Valuation, Alternative Investments, Financial Risk, Investment Strategies
Education
Temple University - Fox School of Business and Management 1990 — 1994
Bachelor of Business Administration (BBA), Actuarial Science
J.P. Morgan December 2011 - Present
Fidelity Investments April 2001 - June 2011
Callan Associates July 1998 - March 2001
Milliman May 1993 - May 1998
Skills
Portfolio Management, Investments, Fixed Income, Equities, Derivatives, Asset Allocation, Bloomberg, Financial Modeling, Hedge Funds, Asset Management, Risk Management, Valuation, Alternative Investments, Financial Risk, Investment Strategies
Education
Temple University - Fox School of Business and Management 1990 — 1994
Bachelor of Business Administration (BBA), Actuarial Science
Scott Blasingame Scott Blasingame's Callan Associates Experience October 2006 - November 2010
Job Commercial Appraiser at Hamilton, Ricci & Associates
Industry Investment Management
Experience
Hamilton, Ricci & Associates July 2014 - Present
Integra Realty Resources October 2013 - May 2014
FMV Opinions, Inc. April 2012 - October 2013
Gap Inc. June 2011 - April 2012
Berkeley HeartLab, Inc. January 2011 - June 2011
Callan Associates October 2006 - November 2010
Fisher Investments July 2005 - October 2006
Skills
Excel, SQL, Analysis, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Financial Analysis, Valuation, Research, Microsoft Word, Project Management, Financial Modeling, Market Research, Asset Management, Investments, Management, Sales, Real Estate, Due Diligence
Education
University of California, Berkeley 2001 — 2005
Economics, Legal Studies
De La Salle High School 1997 — 2001
Hamilton, Ricci & Associates July 2014 - Present
Integra Realty Resources October 2013 - May 2014
FMV Opinions, Inc. April 2012 - October 2013
Gap Inc. June 2011 - April 2012
Berkeley HeartLab, Inc. January 2011 - June 2011
Callan Associates October 2006 - November 2010
Fisher Investments July 2005 - October 2006
Skills
Excel, SQL, Analysis, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Financial Analysis, Valuation, Research, Microsoft Word, Project Management, Financial Modeling, Market Research, Asset Management, Investments, Management, Sales, Real Estate, Due Diligence
Education
University of California, Berkeley 2001 — 2005
Economics, Legal Studies
De La Salle High School 1997 — 2001
Matt Lai's Callan Associates Experience July 2015 - Present
Job Senior Analyst at Callan Associates | MBA Candidate at UCLA Anderson School of Management
Industry Financial Services
Experience
Callan Associates July 2015 - Present
Callan Associates November 2013 - July 2015
Callan Associates August 2011 - November 2013
Metis Strategy January 2011 - May 2011
Georgetown University September 2010 - May 2011
AXA Equitable June 2010 - August 2010
Georgetown Cupcake August 2008 - May 2010
New Canaan YMCA June 2005 - August 2009
Skills
Spanish, PowerPoint, Analysis, Public Speaking, Microsoft Office, Research, Economics, Financial Analysis, Microsoft Excel
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (MBA)
Georgetown University 2007 — 2011
Bachelor of Arts (B.A.), Mathematics; Government and Music minors
Universidad de Salamanca 2009 — 2009
Spanish Language
New Canaan High School 2003 — 2007
Callan Associates July 2015 - Present
Callan Associates November 2013 - July 2015
Callan Associates August 2011 - November 2013
Metis Strategy January 2011 - May 2011
Georgetown University September 2010 - May 2011
AXA Equitable June 2010 - August 2010
Georgetown Cupcake August 2008 - May 2010
New Canaan YMCA June 2005 - August 2009
Skills
Spanish, PowerPoint, Analysis, Public Speaking, Microsoft Office, Research, Economics, Financial Analysis, Microsoft Excel
Education
UCLA Anderson School of Management 2015 — 2018
Master of Business Administration (MBA)
Georgetown University 2007 — 2011
Bachelor of Arts (B.A.), Mathematics; Government and Music minors
Universidad de Salamanca 2009 — 2009
Spanish Language
New Canaan High School 2003 — 2007
Brian Clifford's Callan Associates Experience June 2011 - August 2011
Job Strategy and Operations Business Analyst at Deloitte
Industry
Experience
Deloitte Consulting LLP September 2014 - Present
Deloitte June 2013 - August 2013
Merrill Lynch July 2012 - December 2012
Callan Associates June 2011 - August 2011
Education
UCLA
Bachelor of Arts (B.A.), Political Science
Deloitte Consulting LLP September 2014 - Present
Deloitte June 2013 - August 2013
Merrill Lynch July 2012 - December 2012
Callan Associates June 2011 - August 2011
Education
UCLA
Bachelor of Arts (B.A.), Political Science
Fanglue Zhou Fanglue Zhou's Callan Associates Experience July 2014 - Present
Job Analyst at Callan Associates
Industry Financial Services
Experience
Callan Associates July 2014 - Present
Skills
Leadership, Time Management, Economics, Financial Accounting, Comparable Analysis, DCF Valuation, Mergers & Acquisitions, Risk Management, international business..., Due Diligence, comprehensive research, C++, VBA, Matlab, LBO analysis, Investment Banking, Financial Modeling, Market Research, Finance, Financial Analysis, Bloomberg, Microsoft Excel, LBO, Management, Valuation, Investments, Analytics, Corporate Finance, Derivatives, Quantitative Finance, Hedge Funds
Education
University of Michigan 2011 — 2014
Bachelor of Science (BS), Math of Finance & Risk Management
University of Michigan 2011 — 2014
Bachelor of Science (BS), Economics
Callan Associates July 2014 - Present
Skills
Leadership, Time Management, Economics, Financial Accounting, Comparable Analysis, DCF Valuation, Mergers & Acquisitions, Risk Management, international business..., Due Diligence, comprehensive research, C++, VBA, Matlab, LBO analysis, Investment Banking, Financial Modeling, Market Research, Finance, Financial Analysis, Bloomberg, Microsoft Excel, LBO, Management, Valuation, Investments, Analytics, Corporate Finance, Derivatives, Quantitative Finance, Hedge Funds
Education
University of Michigan 2011 — 2014
Bachelor of Science (BS), Math of Finance & Risk Management
University of Michigan 2011 — 2014
Bachelor of Science (BS), Economics
Jeffrey Reed, CFA Jeffrey Reed, CFA's Callan Associates Experience April 1997 - September 1999
Job Partner at Stafford Private Equity
Industry Venture Capital & Private Equity
Experience
Stafford Private Equity July 2012 - Present
Pantheon Ventures September 1999 - 2012
Callan Associates April 1997 - September 1999
Skills
Private Equity, Venture Capital, Alternative Investments, Fund Of Funds, Valuation, Investments, Due Diligence, Deal Sourcing, LBO, Buyouts, Investor Relations, Financial Modeling, Secondaries, Asset Managment, Private Placements, Mezzanine, Asset Allocation, Institutional...
Education
Clark University 1995 — 1996
MBA, Finance
Boise State University 1989 — 1994
BBA, Finance
Stafford Private Equity July 2012 - Present
Pantheon Ventures September 1999 - 2012
Callan Associates April 1997 - September 1999
Skills
Private Equity, Venture Capital, Alternative Investments, Fund Of Funds, Valuation, Investments, Due Diligence, Deal Sourcing, LBO, Buyouts, Investor Relations, Financial Modeling, Secondaries, Asset Managment, Private Placements, Mezzanine, Asset Allocation, Institutional...
Education
Clark University 1995 — 1996
MBA, Finance
Boise State University 1989 — 1994
BBA, Finance
Andrew Oswald Andrew Oswald's Callan Associates Experience April 2011 - June 2014
Job Associate Portfolio Manager at Aperio Group, LLC
Industry Investment Management
Experience
Aperio Group, LLC June 2014 - Present
Callan Associates April 2011 - June 2014
Pioneer Investments March 2008 - August 2010
Wellington Management September 2007 - February 2008
Skills
Investments, Equities, Bloomberg, Fixed Income, Securities, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Analysis
Education
Northeastern University 2002 — 2007
BS, Business Administration, Management and Operations
Aperio Group, LLC June 2014 - Present
Callan Associates April 2011 - June 2014
Pioneer Investments March 2008 - August 2010
Wellington Management September 2007 - February 2008
Skills
Investments, Equities, Bloomberg, Fixed Income, Securities, Mutual Funds, Asset Management, Portfolio Management, Financial Analysis, Analysis
Education
Northeastern University 2002 — 2007
BS, Business Administration, Management and Operations
Britton Burdette Britton Burdette's Callan Associates Experience 2003 - 2006
Job Director at Stan Johnson Company
Industry Commercial Real Estate
Experience
Stan Johnson Company February 2012 - Present
Marcus & Millichap April 2006 - February 2012
Callan Associates 2003 - 2006
Skills
Dispositions, Real Estate Investment, Negotiation, Investment Properties, 1031 Exchanges, Real Estate, Brokerage, Commercial Real Estate, Disposition, Portfolio Management, Private Equity, Corporate Real Estate, Contract Negotiation, Real Estate Development
Education
College of Charleston 1997 — 2002
Bachelor of Arts, Business Administration
Woodward Academy 1997 — 1997
Stan Johnson Company February 2012 - Present
Marcus & Millichap April 2006 - February 2012
Callan Associates 2003 - 2006
Skills
Dispositions, Real Estate Investment, Negotiation, Investment Properties, 1031 Exchanges, Real Estate, Brokerage, Commercial Real Estate, Disposition, Portfolio Management, Private Equity, Corporate Real Estate, Contract Negotiation, Real Estate Development
Education
College of Charleston 1997 — 2002
Bachelor of Arts, Business Administration
Woodward Academy 1997 — 1997
Bonnie Marie Peterson Bonnie Marie Peterson's Callan Associates Experience April 1985 - September 1989
Job Consultant At Need
Industry Financial Services
Experience
On Call January 2014 - 2015
The New York Times August 1997 - November 2013
Haas Publishing November 1996 - March 1997
Bam Media March 1990 - November 1996
Callan Associates April 1985 - September 1989
Wells Fargo July 1972 - October 1984
Skills
Advertising, Media Planning, Online Advertising, Fund Accounting, Account Reconciliation, Accounting, Business Process..., Financial Reporting, Performance Measurement, Accounts Receivable, Financial Audits, Trust Funds, Revenue Forecasting, Revenue Analysis, Invoice Processing, Customer Support, Annual Reports, Income Statement, Expense Reports, Expense Budget..., Operations Management, Advertising Sales, Mobile Advertising, Digital Marketing, Digital Media, Social Media, Social Media Marketing
Education
Golden Gate University 1978 — 1979
City College of San Francisco 1975 — 1977
On Call January 2014 - 2015
The New York Times August 1997 - November 2013
Haas Publishing November 1996 - March 1997
Bam Media March 1990 - November 1996
Callan Associates April 1985 - September 1989
Wells Fargo July 1972 - October 1984
Skills
Advertising, Media Planning, Online Advertising, Fund Accounting, Account Reconciliation, Accounting, Business Process..., Financial Reporting, Performance Measurement, Accounts Receivable, Financial Audits, Trust Funds, Revenue Forecasting, Revenue Analysis, Invoice Processing, Customer Support, Annual Reports, Income Statement, Expense Reports, Expense Budget..., Operations Management, Advertising Sales, Mobile Advertising, Digital Marketing, Digital Media, Social Media, Social Media Marketing
Education
Golden Gate University 1978 — 1979
City College of San Francisco 1975 — 1977
Jason Rotter, MBA Jason Rotter, MBA's Callan Associates Experience 2008 - 2008
Job Investment Management Sales/Business Development and Relationship Management Professional
Industry Investment Management
Experience
Hewitt EnnisKnupp - an Aon Company 2012 - 2014
Windy City Golf League 2008 - 2012
Independent Consultant 2008 - 2012
Callan Associates 2008 - 2008
Van Kampen Investments 2007 - 2008
Van Kampen Investments 2004 - 2007
Fifth Third Bank 2002 - 2003
Morgan Stanley 2001 - 2002
Skills
Portfolio Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Investment Management, Business Strategy, Negotiation, Financial Services, Asset Managment, Relationship Management, Account Management, Wealth Management, Series 7, Equities, Research, Due Diligence, Superior Client Service, Customer Relations, Client Service Oriented, Qualitative Research, Alternative Investments, RFI, RFP, Database Administration, Copywriting, Web Content Management, Content Development, Competitive Analysis, CRM, Management, Client Services
Education
The University of Chicago Booth School of Business 2004 — 2007
M.B.A., Finance, Strategic Management, Entrepreneurship
University of Michigan 1995 — 1999
B.A., Economics
Lake Michigan Catholic High School 1992 — 1995
Hewitt EnnisKnupp - an Aon Company 2012 - 2014
Windy City Golf League 2008 - 2012
Independent Consultant 2008 - 2012
Callan Associates 2008 - 2008
Van Kampen Investments 2007 - 2008
Van Kampen Investments 2004 - 2007
Fifth Third Bank 2002 - 2003
Morgan Stanley 2001 - 2002
Skills
Portfolio Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Investment Management, Business Strategy, Negotiation, Financial Services, Asset Managment, Relationship Management, Account Management, Wealth Management, Series 7, Equities, Research, Due Diligence, Superior Client Service, Customer Relations, Client Service Oriented, Qualitative Research, Alternative Investments, RFI, RFP, Database Administration, Copywriting, Web Content Management, Content Development, Competitive Analysis, CRM, Management, Client Services
Education
The University of Chicago Booth School of Business 2004 — 2007
M.B.A., Finance, Strategic Management, Entrepreneurship
University of Michigan 1995 — 1999
B.A., Economics
Lake Michigan Catholic High School 1992 — 1995
Robert Nagel Robert Nagel's Callan Associates Experience April 2013 - Present
Job Analyst at Callan Associates
Industry Market Research
Experience
Callan Associates April 2013 - Present
Euphoric Styles January 2012 - June 2012
University of California, Santa Cruz March 2012 - May 2012
Law Offices of Austin P. Nagel June 2010 - September 2010
Skills
Market Research, PowerPoint, Marketing Research, Social Media, Excel, Microsoft Office, Accounting, Finance, Social Media Marketing, Microsoft Excel, Leadership, Salesforce.com, Marketing, Event Planning
Education
University of California, Santa Cruz 2008 — 2012
Bachelor's degree, Business Management and Economics
Acalanes
Acalanes
Callan Associates April 2013 - Present
Euphoric Styles January 2012 - June 2012
University of California, Santa Cruz March 2012 - May 2012
Law Offices of Austin P. Nagel June 2010 - September 2010
Skills
Market Research, PowerPoint, Marketing Research, Social Media, Excel, Microsoft Office, Accounting, Finance, Social Media Marketing, Microsoft Excel, Leadership, Salesforce.com, Marketing, Event Planning
Education
University of California, Santa Cruz 2008 — 2012
Bachelor's degree, Business Management and Economics
Acalanes
Acalanes
Anna Oakley van Ophem's Callan Associates Experience 2000 - 2006
Job Business Owner of IMAG(in)E Life Coaching LLC
Industry Health, Wellness and Fitness
Experience
IMAG(in)E Life Coaching LLC February 2015 - Present
Great-West Financial August 2014 - January 2015
J.P. Morgan January 2006 - August 2014
Callan Associates 2000 - 2006
Putnam Investments 1998 - 2000
Scudder Stevens & Clark 1996 - 1998
Hewitt Associates 1988 - 1996
Chicago Board of Options Exchange 1988 - 1988
U.S. Army Corps of Engineers 1985 - 1988
Skills
Business Strategy, Executive Coaching, Sales Presentations, Creative Problem Solving, Culture Change, Retirement Plan..., Leadership, Defined Contribution, Management, Pensions, Sales, Mutual Funds, CRM, Retirement Planning, 401k, Relationship Management, Retirement, Strategic Planning, Alternative Investments, Series 63, Financial Services, Investments, Asset Allocation, Series 7, Financial Advisory
Education
Hypnosis Motivation Institute 2015 — 2015
Diploma in Hypnotherapy, Handwriting Analysis, Past-Life Regression
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
Master of Business Administration (MBA), International Business
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance, General
IMAG(in)E Life Coaching LLC February 2015 - Present
Great-West Financial August 2014 - January 2015
J.P. Morgan January 2006 - August 2014
Callan Associates 2000 - 2006
Putnam Investments 1998 - 2000
Scudder Stevens & Clark 1996 - 1998
Hewitt Associates 1988 - 1996
Chicago Board of Options Exchange 1988 - 1988
U.S. Army Corps of Engineers 1985 - 1988
Skills
Business Strategy, Executive Coaching, Sales Presentations, Creative Problem Solving, Culture Change, Retirement Plan..., Leadership, Defined Contribution, Management, Pensions, Sales, Mutual Funds, CRM, Retirement Planning, 401k, Relationship Management, Retirement, Strategic Planning, Alternative Investments, Series 63, Financial Services, Investments, Asset Allocation, Series 7, Financial Advisory
Education
Hypnosis Motivation Institute 2015 — 2015
Diploma in Hypnotherapy, Handwriting Analysis, Past-Life Regression
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
Master of Business Administration (MBA), International Business
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance, General
Michael Meerschaert Michael Meerschaert's Callan Associates Experience September 2014 - Present
Job Engineer at Callan Associates, Inc.
Industry Information Technology and Services
Experience
Callan Associates September 2014 - Present
boxIT, LLC August 2013 - September 2014
Geek Squad October 2011 - August 2013
Geek Squad September 2012 - February 2013
Skills
Troubleshooting, Computer Hardware, Computer Repair, Home Theater, Windows 7, Printers, Windows XP, Software Installation, Hardware Support, Wireless Networking, Technical Support, Routers, Windows, Active Directory, Home Networking, Networking, Cabling, Customer Service, Virus Removal, Computer Diagnostics, PHP, JavaScript, cloud storage management, VMware, Microsoft Exchange, Server Administration, Network Design, Dell PowerEdge Servers, server deployment, antivirus monitoring, Technical Consultation, Technology Planning, storage arrays, phone systems, jQuery, jQuery UI, C#, ASP.NET, Apache, IIS, Windows Server, Linux, Databases, Servers
Education
City College of San Francisco 2008 — 2012
Associates, Computer Science
Digipen Institute of Technology 2007 — 2007
East Bay Waldorf School 1993 — 2007
High School Diploma
Callan Associates September 2014 - Present
boxIT, LLC August 2013 - September 2014
Geek Squad October 2011 - August 2013
Geek Squad September 2012 - February 2013
Skills
Troubleshooting, Computer Hardware, Computer Repair, Home Theater, Windows 7, Printers, Windows XP, Software Installation, Hardware Support, Wireless Networking, Technical Support, Routers, Windows, Active Directory, Home Networking, Networking, Cabling, Customer Service, Virus Removal, Computer Diagnostics, PHP, JavaScript, cloud storage management, VMware, Microsoft Exchange, Server Administration, Network Design, Dell PowerEdge Servers, server deployment, antivirus monitoring, Technical Consultation, Technology Planning, storage arrays, phone systems, jQuery, jQuery UI, C#, ASP.NET, Apache, IIS, Windows Server, Linux, Databases, Servers
Education
City College of San Francisco 2008 — 2012
Associates, Computer Science
Digipen Institute of Technology 2007 — 2007
East Bay Waldorf School 1993 — 2007
High School Diploma
Mary Schaefer Mary Schaefer's Callan Associates Experience April 2000 - March 2010
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock March 2011 - Present
MCS Inc. April 2010 - February 2011
Callan Associates April 2000 - March 2010
Skills
Social Media, Integrated Marketing, Marketing, Strategy, Editing, Newsletters, Institutional..., Leadership, Management, Digital Media, Research, Content Management, Corporate Branding, Investment Management, Nonprofits, Fundraising, Copywriting, Web Content, Publishing, Art Direction, Innovative
Education
San Francisco State University
Bachelor of Arts, Journalism
BlackRock March 2011 - Present
MCS Inc. April 2010 - February 2011
Callan Associates April 2000 - March 2010
Skills
Social Media, Integrated Marketing, Marketing, Strategy, Editing, Newsletters, Institutional..., Leadership, Management, Digital Media, Research, Content Management, Corporate Branding, Investment Management, Nonprofits, Fundraising, Copywriting, Web Content, Publishing, Art Direction, Innovative
Education
San Francisco State University
Bachelor of Arts, Journalism
Paul Dooley Paul Dooley's Callan Associates Experience 1992 - 1995
Job Product Manager,Content Marketing at FindLaw, a Thomson Reuters business
Industry Marketing and Advertising
Experience
Newsom for California May 2009 - October 2009
Charles Schwab 2007 - 2009
Wells Fargo Bank 2002 - 2007
AvantGo 2000 - 2001
RCM Capital Management 1995 - 2000
Callan Associates 1992 - 1995
Skills
Product Marketing, P&L Management, Product Management, Product Requirements, Project Management, Business Case, Strategy, Analytics, Email Marketing, SEO, Integrated Marketing
Education
University of California, Berkeley 1987 — 1990
Newsom for California May 2009 - October 2009
Charles Schwab 2007 - 2009
Wells Fargo Bank 2002 - 2007
AvantGo 2000 - 2001
RCM Capital Management 1995 - 2000
Callan Associates 1992 - 1995
Skills
Product Marketing, P&L Management, Product Management, Product Requirements, Project Management, Business Case, Strategy, Analytics, Email Marketing, SEO, Integrated Marketing
Education
University of California, Berkeley 1987 — 1990
Paul Troup Paul Troup's Callan Associates Experience 1989 - 2014
Job Principal at Hardwood Forest Management LLC
Industry Financial Services
Experience
Hardwood Forest Management LLC January 2014 - Present
Callan Associates 1989 - 2014
Mercer Investment Consulting February 1980 - November 1989
AG Becker 1973 - 1989
Skills
Investments, consulting, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Valuation, High Net Worth..., Consulting, Finance, Retirement, Fixed Annuities, Investment Advisory, Financial Services, Pensions, Institutional..., Relationship Management, Financial Institutions, Emerging Markets, Defined Contribution, Funding, 401k, Venture Capital, Board of Director..., Endowments, Capital Markets, Employee Benefits, Securities, Financial Modeling, Transaction Processing, Series 63, Investment Advisory..., Bloomberg
Education
University of Tennessee-Knoxville 1970 — 1973
Master of Science (MS), Industrial Management
Emory University 1963 — 1965
Master's Degree, Chemistry
Purdue University 1959 — 1963
Bachelor's Degree, Chemistry
North Central High School 1957 — 1959
High School
Hardwood Forest Management LLC January 2014 - Present
Callan Associates 1989 - 2014
Mercer Investment Consulting February 1980 - November 1989
AG Becker 1973 - 1989
Skills
Investments, consulting, Portfolio Management, Mutual Funds, Series 7, Wealth Management, Valuation, High Net Worth..., Consulting, Finance, Retirement, Fixed Annuities, Investment Advisory, Financial Services, Pensions, Institutional..., Relationship Management, Financial Institutions, Emerging Markets, Defined Contribution, Funding, 401k, Venture Capital, Board of Director..., Endowments, Capital Markets, Employee Benefits, Securities, Financial Modeling, Transaction Processing, Series 63, Investment Advisory..., Bloomberg
Education
University of Tennessee-Knoxville 1970 — 1973
Master of Science (MS), Industrial Management
Emory University 1963 — 1965
Master's Degree, Chemistry
Purdue University 1959 — 1963
Bachelor's Degree, Chemistry
North Central High School 1957 — 1959
High School
Salmon Jacob Salmon Jacob's Callan Associates Experience July 1997 - June 2010
Job Quality Assurance Engineer at YottaMark / ShopWell
Industry Information Technology and Services
Experience
YottaMark / ShopWell April 2013 - Present
Xtime March 2011 - April 2013
Callan Associates July 1997 - June 2010
Sysco Foods Services (Corporation March 1991 - July 1997
Sanwa Bank of California June 1989 - March 1991
Skills
Windows Server, TCP/IP, Operating Systems, Disaster Recovery, Servers, VMware, Troubleshooting, Windows 7, DNS, Cisco Technologies, Networking, Microsoft SQL Server, DHCP, IIS, Microsoft Exchange
Education
Diablo Valley College
AA Degree, Computer Science Programming and Systems / Network support
Diablo Valley College
Android Application Development Course, Android Apps, A
YottaMark / ShopWell April 2013 - Present
Xtime March 2011 - April 2013
Callan Associates July 1997 - June 2010
Sysco Foods Services (Corporation March 1991 - July 1997
Sanwa Bank of California June 1989 - March 1991
Skills
Windows Server, TCP/IP, Operating Systems, Disaster Recovery, Servers, VMware, Troubleshooting, Windows 7, DNS, Cisco Technologies, Networking, Microsoft SQL Server, DHCP, IIS, Microsoft Exchange
Education
Diablo Valley College
AA Degree, Computer Science Programming and Systems / Network support
Diablo Valley College
Android Application Development Course, Android Apps, A
Janette Stenstrom Janette Stenstrom's Callan Associates Experience 1997 - 2000
Job Owner, Cake Designer
Industry Retail
Experience
All Things Cake 2009 - Present
UBS Financial Services, Inc. 2006 - 2009
Callan Associates 1997 - 2000
Education
Principia College 1993 — 1997
All Things Cake 2009 - Present
UBS Financial Services, Inc. 2006 - 2009
Callan Associates 1997 - 2000
Education
Principia College 1993 — 1997
John S. Tobey, CFA John S. Tobey, CFA's Callan Associates Experience 1978 - 1982
Job Editor and Founder at InvestmentDirections.com
Industry Investment Management
Experience
InvestmentDirections.com 2009 - Present
(Self-employed) 2004 - Present
ICMA Retirement Corporation 1998 - 2003
Investment Directions 1995 - 1998
Liberty Asset Management 1986 - 1994
Bank of America 1982 - 1986
Callan Associates 1978 - 1982
EF Hutton 1977 - 1978
International Paper 1974 - 1977
Cyphernetics / ADP Network Services 1973 - 1974
Skills
Investments, Mutual Funds, Asset Managment, Management, Asset Allocation, Portfolio Management, Equities, Fixed Income, Economics, Capital Markets, Securities, Valuation, Retirement, Asset Management, Financial Advisory, Investment Management
Education
CFA Institute 1998 — 2001
CFA
Stanford University Graduate School of Business 1971 — 1973
MBA
San Diego State University-California State University 1962 — 1967
BS, Finance
InvestmentDirections.com 2009 - Present
(Self-employed) 2004 - Present
ICMA Retirement Corporation 1998 - 2003
Investment Directions 1995 - 1998
Liberty Asset Management 1986 - 1994
Bank of America 1982 - 1986
Callan Associates 1978 - 1982
EF Hutton 1977 - 1978
International Paper 1974 - 1977
Cyphernetics / ADP Network Services 1973 - 1974
Skills
Investments, Mutual Funds, Asset Managment, Management, Asset Allocation, Portfolio Management, Equities, Fixed Income, Economics, Capital Markets, Securities, Valuation, Retirement, Asset Management, Financial Advisory, Investment Management
Education
CFA Institute 1998 — 2001
CFA
Stanford University Graduate School of Business 1971 — 1973
MBA
San Diego State University-California State University 1962 — 1967
BS, Finance
Bill Brady Bill Brady's Callan Associates Experience 1989 - 1991
Job Sr. Sales Engineer at OutSystems
Industry Computer Software
Experience
OutSystems November 2012 - Present
DevonWay, Inc February 2010 - August 2012
AquaSaaS.com October 2008 - February 2010
Sanitary District No. 5 of Marin County November 2007 - February 2010
BLB Properties LLC July 2002 - February 2009
TenFold Corporation 1996 - 2002
Sybase Inc 1994 - 1996
Sybase 1991 - 1994
Callan Associates 1989 - 1991
ASK Computer Systems 1985 - 1990
Skills
Sales Operations, Salesforce.com, Force.com, SaaS, Enterprise Software, Sales Engineering, Construction Management, Public Sector, Information Technology, Technical Support, Start-ups, Product Management, Software Development, Cloud Computing, Wireless Networking, Business Development, Professional Services, Pre-sales, Integration, Agile Methodologies, Strategy, CRM, SOA, Leadership, Solution Selling, Business Intelligence, Product Development, Training, Strategic Partnerships, Sales, Analytics, Direct Sales, Go-to-market Strategy, PaaS, Enterprise Architecture
Education
University of Colorado Boulder - Leeds School of Business 1981 — 1985
BSIS, Business Information Systems, Computer Science
OutSystems November 2012 - Present
DevonWay, Inc February 2010 - August 2012
AquaSaaS.com October 2008 - February 2010
Sanitary District No. 5 of Marin County November 2007 - February 2010
BLB Properties LLC July 2002 - February 2009
TenFold Corporation 1996 - 2002
Sybase Inc 1994 - 1996
Sybase 1991 - 1994
Callan Associates 1989 - 1991
ASK Computer Systems 1985 - 1990
Skills
Sales Operations, Salesforce.com, Force.com, SaaS, Enterprise Software, Sales Engineering, Construction Management, Public Sector, Information Technology, Technical Support, Start-ups, Product Management, Software Development, Cloud Computing, Wireless Networking, Business Development, Professional Services, Pre-sales, Integration, Agile Methodologies, Strategy, CRM, SOA, Leadership, Solution Selling, Business Intelligence, Product Development, Training, Strategic Partnerships, Sales, Analytics, Direct Sales, Go-to-market Strategy, PaaS, Enterprise Architecture
Education
University of Colorado Boulder - Leeds School of Business 1981 — 1985
BSIS, Business Information Systems, Computer Science
P. MacKenzie Hurd, CFA's Callan Associates Experience April 2001 - November 2007
Job Managing Director, Consultant Relations at Jennison Associates LLC
Industry Investment Management
Experience
Jennison Associates LLC November 2013 - Present
Rainier Investment Management May 2011 - November 2013
Capital Group July 2009 - May 2011
Capital Group November 2007 - July 2009
Callan Associates April 2001 - November 2007
United States Golf Association June 1998 - January 2001
Skills
Client Service, Asset Management, Investments, Pensions, Consultant Relations, Defined Benefit, Defined Contribution, Asset Managment
Education
Dartmouth College 1994 — 1998
BA, English
Barrington (RI) High School 1990 — 1994
Jennison Associates LLC November 2013 - Present
Rainier Investment Management May 2011 - November 2013
Capital Group July 2009 - May 2011
Capital Group November 2007 - July 2009
Callan Associates April 2001 - November 2007
United States Golf Association June 1998 - January 2001
Skills
Client Service, Asset Management, Investments, Pensions, Consultant Relations, Defined Benefit, Defined Contribution, Asset Managment
Education
Dartmouth College 1994 — 1998
BA, English
Barrington (RI) High School 1990 — 1994
Peter Whelpley Peter Whelpley's Callan Associates Experience May 2014 - August 2014
Job Graduate student at the Antwerp Management School
Industry Financial Services
Experience
James Madison University August 2011 - Present
Callan Associates May 2014 - August 2014
Blue Ridge Grill May 2013 - August 2013
NICE Entertainment May 2012 - September 2012
Skills
PowerPoint, Research, Facebook, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Statistics, Student Development, Student Affairs, Event Planning, Teamwork, Time Management, Critical Thinking
Education
Antwerp Management School 2015 — 2016
Master’s Degree, Finance, General
James Madison University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
James Madison University August 2011 - Present
Callan Associates May 2014 - August 2014
Blue Ridge Grill May 2013 - August 2013
NICE Entertainment May 2012 - September 2012
Skills
PowerPoint, Research, Facebook, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Statistics, Student Development, Student Affairs, Event Planning, Teamwork, Time Management, Critical Thinking
Education
Antwerp Management School 2015 — 2016
Master’s Degree, Finance, General
James Madison University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Gregory River Gregory River's Callan Associates Experience December 2003 - February 2006
Job Principal at PALADIN CONSULTING COMPANY
Industry Investment Management
Experience
PALADIN CONSULTING COMPANY, LLC May 2012 - Present
SOTC January 2011 - Present
Victory Capital Management February 2006 - May 2011
Callan Associates December 2003 - February 2006
PayPal 1998 - 2006
OffRoad Capital 2000 - 2002
Paladin Consulting Group 1992 - 2000
SEI Investments 1985 - 1991
IBM 1980 - 1984
Skills
Asset Managment, Investment Management, Investments, Equities, Fixed Income, Mutual Funds, Strategy, Equity Research, Risk Management, Trading, Business Strategy, Strategic Planning, Alternative Investments, Emerging Markets, Private Equity, Financial Modeling, Asset Management, Hedge Funds, Series 7, Series 63, Financial Services, Portfolio Management, Executive Management, Financial Advisory, Leadership, Banking, Analysis, Mergers & Acquisitions, Equity Valuation, Due Diligence, Venture Capital, Valuation
Education
University of Chicago
AB, Liberal Arts and Sciences, General Studies and Humanities
University of Southern California
Cinematography and Film/Video Production
PALADIN CONSULTING COMPANY, LLC May 2012 - Present
SOTC January 2011 - Present
Victory Capital Management February 2006 - May 2011
Callan Associates December 2003 - February 2006
PayPal 1998 - 2006
OffRoad Capital 2000 - 2002
Paladin Consulting Group 1992 - 2000
SEI Investments 1985 - 1991
IBM 1980 - 1984
Skills
Asset Managment, Investment Management, Investments, Equities, Fixed Income, Mutual Funds, Strategy, Equity Research, Risk Management, Trading, Business Strategy, Strategic Planning, Alternative Investments, Emerging Markets, Private Equity, Financial Modeling, Asset Management, Hedge Funds, Series 7, Series 63, Financial Services, Portfolio Management, Executive Management, Financial Advisory, Leadership, Banking, Analysis, Mergers & Acquisitions, Equity Valuation, Due Diligence, Venture Capital, Valuation
Education
University of Chicago
AB, Liberal Arts and Sciences, General Studies and Humanities
University of Southern California
Cinematography and Film/Video Production
Chris Shen's Callan Associates Experience 2008 - 2010
Job Associate Manager Finance at Taco Bell
Industry Financial Services
Experience
Taco Bell October 2013 - Present
Toyota Financial Services May 2012 - October 2013
VMware 2011 - 2011
Callan Associates 2008 - 2010
State Street California 2006 - 2008
UBS Financial Services 2005 - 2005
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master, Business Administration
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Business Management; Finance
Taco Bell October 2013 - Present
Toyota Financial Services May 2012 - October 2013
VMware 2011 - 2011
Callan Associates 2008 - 2010
State Street California 2006 - 2008
UBS Financial Services 2005 - 2005
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master, Business Administration
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Business Management; Finance
Julia Maloney's Callan Associates Experience December 2009 - June 2010
Job Independent Consultant for CAbi Clothing
Industry Retail
Experience
LA Based Women's Clothing Designer February 2008 - Present
Callan Associates December 2009 - June 2010
Thornton Tomasetti April 1996 - September 1999
Sanwa Business Credit Corporation 1991 - 1995
Saks Fifth Avenue, Chicago 1988 - 1990
Skills
Customer Service, Team Building, Strategic Planning, Event Planning, Marketing, Nonprofits, Training, Fundraising, Contract Negotiation
Education
Indiana University School of Law—Bloomington 1984 — 1987
JD
Purdue University 1980 — 1984
BA, English
LA Based Women's Clothing Designer February 2008 - Present
Callan Associates December 2009 - June 2010
Thornton Tomasetti April 1996 - September 1999
Sanwa Business Credit Corporation 1991 - 1995
Saks Fifth Avenue, Chicago 1988 - 1990
Skills
Customer Service, Team Building, Strategic Planning, Event Planning, Marketing, Nonprofits, Training, Fundraising, Contract Negotiation
Education
Indiana University School of Law—Bloomington 1984 — 1987
JD
Purdue University 1980 — 1984
BA, English
Tracy (Hayden) Gonzales's Callan Associates Experience March 2001 - June 2002
Job Director of Sales at Deccan International
Industry Computer Software
Experience
Deccan International April 2013 - Present
Deccan International May 2011 - April 2013
Deccan International 2008 - 2011
Qualcomm March 2008 - July 2008
Prudential California Realty April 2005 - March 2008
Jenny Craig October 2002 - January 2005
Callan Associates March 2001 - June 2002
Callan Associates January 2000 - March 2001
Skills
Project Management, Negotiation, Strategic Planning, Contract Negotiation, Business Development, Marketing, Sales Management, Customer Service, Leadership, Team Building, Networking, Event Planning, Management, Account Management
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
B.S., Psychology
Deccan International April 2013 - Present
Deccan International May 2011 - April 2013
Deccan International 2008 - 2011
Qualcomm March 2008 - July 2008
Prudential California Realty April 2005 - March 2008
Jenny Craig October 2002 - January 2005
Callan Associates March 2001 - June 2002
Callan Associates January 2000 - March 2001
Skills
Project Management, Negotiation, Strategic Planning, Contract Negotiation, Business Development, Marketing, Sales Management, Customer Service, Leadership, Team Building, Networking, Event Planning, Management, Account Management
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
B.S., Psychology
Irina Sushch Irina Sushch's Callan Associates Experience November 2013 - Present
Job Investment Analyst at Callan Associates
Industry Venture Capital & Private Equity
Experience
Callan Associates November 2013 - Present
LP Capital Advisors June 2012 - July 2013
Woodland High School September 2011 - June 2012
Gymboree January 2011 - September 2011
Skills
Economics, Writing, Microsoft Word, Microsoft Excel, Finance, Research, Tutoring, Translation, PowerPoint, Analytics, Social Media, Managerial Finance, Customer Service, Financial Analysis, CRM, Accounting, Portfolio Management, Data Analysis, Investments, Marketing, Financial Modeling, Social Skills, Outstanding time..., Adaptability, Time Management
Education
UC Davis 2009 — 2013
Bachelor of Science, Managerial Economics
Callan Associates November 2013 - Present
LP Capital Advisors June 2012 - July 2013
Woodland High School September 2011 - June 2012
Gymboree January 2011 - September 2011
Skills
Economics, Writing, Microsoft Word, Microsoft Excel, Finance, Research, Tutoring, Translation, PowerPoint, Analytics, Social Media, Managerial Finance, Customer Service, Financial Analysis, CRM, Accounting, Portfolio Management, Data Analysis, Investments, Marketing, Financial Modeling, Social Skills, Outstanding time..., Adaptability, Time Management
Education
UC Davis 2009 — 2013
Bachelor of Science, Managerial Economics
Kristin Bradbury's Callan Associates Experience 2007 - Present
Job Independent Adviser Group, Callan Associates
Industry Investment Management
Experience
Callan Associates 2007 - Present
BlackRock September 2009 - September 2011
Zurich Scudder Investments March 1993 - September 2001
Skills
Portfolio Management, Due Diligence, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Investment Strategies
Education
UCI
MBA, Finance, General
UCSB
Bachelor's degree, Business Economics
Callan Associates 2007 - Present
BlackRock September 2009 - September 2011
Zurich Scudder Investments March 1993 - September 2001
Skills
Portfolio Management, Due Diligence, Asset Management, Fixed Income, Alternative Investments, Asset Allocation, Investment Strategies
Education
UCI
MBA, Finance, General
UCSB
Bachelor's degree, Business Economics
Ellen Galvin Ellen Galvin's Callan Associates Experience 1993 - 1996
Job Brand Strategist | Content Marketer | Public Relations Expert | Consultant
Industry Public Relations and Communications
Experience
The Galvanizing Group 2002 - Present
Prophet 1997 - 2001
Callan Associates 1993 - 1996
Morgan Stanley 1990 - 1993
Skills
Marketing Communications, Public Relations, Integrated Marketing, Marketing Strategy, Entrepreneurship, Social Media, Project Management, Social Media Marketing, Copywriting, Strategic Communications, Editing, Strategic Planning, Public Speaking, Word Of Mouth Marketing, Writing, Business Strategy, Advertising, Published Author, Entrepreneur, Content Marketing
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
MBA, Marketing
Hofstra University 1986 — 1989
B.A., Economics, French
Université Paris-Sorbonne 1985 — 1986
Certificate of French Language & Literature, French
The Galvanizing Group 2002 - Present
Prophet 1997 - 2001
Callan Associates 1993 - 1996
Morgan Stanley 1990 - 1993
Skills
Marketing Communications, Public Relations, Integrated Marketing, Marketing Strategy, Entrepreneurship, Social Media, Project Management, Social Media Marketing, Copywriting, Strategic Communications, Editing, Strategic Planning, Public Speaking, Word Of Mouth Marketing, Writing, Business Strategy, Advertising, Published Author, Entrepreneur, Content Marketing
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
MBA, Marketing
Hofstra University 1986 — 1989
B.A., Economics, French
Université Paris-Sorbonne 1985 — 1986
Certificate of French Language & Literature, French
Cliff Axelson, CFA Cliff Axelson, CFA's Callan Associates Experience October 1989 - February 2009
Job Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2009 - Present
Callan Associates October 1989 - February 2009
Education
Allegheny College 1978 — 1982
BS, Economics
Prudential Financial February 2009 - Present
Callan Associates October 1989 - February 2009
Education
Allegheny College 1978 — 1982
BS, Economics
Gerry Lovett Gerry Lovett's Callan Associates Experience January 1999 - November 1999
Job Sr. eForms Developer at CCH Small Firm Services
Industry Accounting
Experience
CCH, a part of Wolters Kluwer September 2013 - Present
KPMG US February 2012 - November 2012
Thomson Reuters October 2001 - November 2012
Compaq Computer Corporation / TAC Staffing May 2000 - October 2001
Ballard Designs November 1999 - May 2000
Callan Associates January 1999 - November 1999
Skills
Tax Preparation, Tax Returns, Sales Tax, Adobe eLearning Suite, Microsoft Office, SQL, Agile Project Management, Instructor-led Training, Curriculum Development, Business Process..., Business Analysis, Technical Support, Account Reconciliation, Technical Documentation, Document Review, Indirect Taxation, User Acceptance Testing, Scrum, Problem Solving, Customer Service, Tax, Administrative..., Process Improvement, Technical Writing, E-Learning, Accounts Payable, Software Documentation, General Ledger, Data Analysis, Access, Accounting, Tax Accounting, Financial Reporting, Training, GAAP, Financial Analysis, XML, XML Schema, Oxygen XML Editor, Analysis, CRM, Variance Analysis, Financial Accounting, Tax Law, SAP, Payroll, Sarbanes-Oxley Act
Education
American Intercontinental University
Associate of Arts (A.A.), Business Administration and Management, General
CCH, a part of Wolters Kluwer September 2013 - Present
KPMG US February 2012 - November 2012
Thomson Reuters October 2001 - November 2012
Compaq Computer Corporation / TAC Staffing May 2000 - October 2001
Ballard Designs November 1999 - May 2000
Callan Associates January 1999 - November 1999
Skills
Tax Preparation, Tax Returns, Sales Tax, Adobe eLearning Suite, Microsoft Office, SQL, Agile Project Management, Instructor-led Training, Curriculum Development, Business Process..., Business Analysis, Technical Support, Account Reconciliation, Technical Documentation, Document Review, Indirect Taxation, User Acceptance Testing, Scrum, Problem Solving, Customer Service, Tax, Administrative..., Process Improvement, Technical Writing, E-Learning, Accounts Payable, Software Documentation, General Ledger, Data Analysis, Access, Accounting, Tax Accounting, Financial Reporting, Training, GAAP, Financial Analysis, XML, XML Schema, Oxygen XML Editor, Analysis, CRM, Variance Analysis, Financial Accounting, Tax Law, SAP, Payroll, Sarbanes-Oxley Act
Education
American Intercontinental University
Associate of Arts (A.A.), Business Administration and Management, General
David Robinow's Callan Associates Experience June 1996 - September 1998
Job Managing Director
Industry Investment Management
Experience
Aston Asset Management December 2006 - Present
ABN AMRO Asset Management September 1998 - November 2006
Callan Associates June 1996 - September 1998
Schwab Institutional 1992 - 1995
Charles Schwab 1991 - 1992
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
Aston Asset Management December 2006 - Present
ABN AMRO Asset Management September 1998 - November 2006
Callan Associates June 1996 - September 1998
Schwab Institutional 1992 - 1995
Charles Schwab 1991 - 1992
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
Meg Flippin Meg Flippin's Callan Associates Experience 2004 - 2006
Job Budget Officer at US Department of Health and Human Services
Industry Government Administration
Experience
US Department of Health and Human Services 2012 - Present
U.S. Department of the Treasury January 2011 - April 2011
US Department of Health and Human Services 2009 - 2011
Callan Associates 2004 - 2006
Epicentric 2002 - 2003
Persistent Web 2000 - 2001
Andrews Technology 2000 - 2001
Education
Columbia University in the City of New York 2007 — 2009
Master of Science (M.Sc.), Social work, Emphasis: Organizational Behavior, World of Work
Xavier University - School of Business Administration
Master of Business Administration (M.B.A.), Business Administration and Management, General
Xavier University
Bachelor of Science (B.S.), Psychology
US Department of Health and Human Services 2012 - Present
U.S. Department of the Treasury January 2011 - April 2011
US Department of Health and Human Services 2009 - 2011
Callan Associates 2004 - 2006
Epicentric 2002 - 2003
Persistent Web 2000 - 2001
Andrews Technology 2000 - 2001
Education
Columbia University in the City of New York 2007 — 2009
Master of Science (M.Sc.), Social work, Emphasis: Organizational Behavior, World of Work
Xavier University - School of Business Administration
Master of Business Administration (M.B.A.), Business Administration and Management, General
Xavier University
Bachelor of Science (B.S.), Psychology
Ashley DeLuce Ashley DeLuce's Callan Associates Experience May 2015 - Present
Job Analyst at Callan Associates
Industry Financial Services
Experience
Callan Associates May 2015 - Present
Amy Kuschel Bride July 2013 - May 2015
Colonial Williamsburg Foundation January 2013 - May 2013
Colonial Williamsburg Foundation July 2012 - May 2013
Colonial Williamsburg Foundation January 2012 - May 2013
Gloucester Women's Club January 2013 - April 2013
Fairfield Foundation February 2012 - December 2012
Dr. Arwin Smallwood, Professor at the University of Memphis May 2012 - September 2012
River Ranch Restaurant May 2010 - August 2010
Callan Associates June 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Supervisory Skills, Microsoft Office, Shipping, Writing, Data Entry
Education
The College of William and Mary 2009 — 2013
Bachelor's degree, Major: History; 2nd Major: Medieval/Renaissance Studies. Emphasis: Fashion History
Cambridge University 2011 — 2011
History; Music
Callan Associates May 2015 - Present
Amy Kuschel Bride July 2013 - May 2015
Colonial Williamsburg Foundation January 2013 - May 2013
Colonial Williamsburg Foundation July 2012 - May 2013
Colonial Williamsburg Foundation January 2012 - May 2013
Gloucester Women's Club January 2013 - April 2013
Fairfield Foundation February 2012 - December 2012
Dr. Arwin Smallwood, Professor at the University of Memphis May 2012 - September 2012
River Ranch Restaurant May 2010 - August 2010
Callan Associates June 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Supervisory Skills, Microsoft Office, Shipping, Writing, Data Entry
Education
The College of William and Mary 2009 — 2013
Bachelor's degree, Major: History; 2nd Major: Medieval/Renaissance Studies. Emphasis: Fashion History
Cambridge University 2011 — 2011
History; Music
Peter Mayer Peter Mayer's Callan Associates Experience August 2005 - August 2006
Job Entrepreneurial Business Leader | Background in Business Development, Consulting, and SaaS Solutions
Industry Sports
Experience
TIBCO Software Inc. August 2015 - Present
Gigya June 2015 - August 2015
Gigya January 2015 - June 2015
Gigya August 2014 - January 2015
MayerTennis October 2009 - August 2014
The Donkor Tennis and Education Foundation June 2011 - June 2011
ATP Tour, Inc. August 2006 - October 2009
Callan Associates August 2005 - August 2006
Equilar March 2005 - June 2005
Skills
Marketing, Sports Marketing, Event Planning, Sales, Social Media, Time Management, Microsoft Excel, Start-ups, Sports Management, Event Management, Social Networking, Financial Analysis, Microsoft Word, Marketing Communications, Microsoft Office, Fundraising, Equity Research, Bloomberg, Coaching, Sponsorship, Sponsorship Sales, Player Development, Accounting, Business Development, Salesforce.com
Education
University of California, Los Angeles 2002 — 2004
Bachelor of Arts (B.A.), Business/Managerial Economics
Foothill College 1999 — 2002
Middle College High School Program, Individual Studies
TIBCO Software Inc. August 2015 - Present
Gigya June 2015 - August 2015
Gigya January 2015 - June 2015
Gigya August 2014 - January 2015
MayerTennis October 2009 - August 2014
The Donkor Tennis and Education Foundation June 2011 - June 2011
ATP Tour, Inc. August 2006 - October 2009
Callan Associates August 2005 - August 2006
Equilar March 2005 - June 2005
Skills
Marketing, Sports Marketing, Event Planning, Sales, Social Media, Time Management, Microsoft Excel, Start-ups, Sports Management, Event Management, Social Networking, Financial Analysis, Microsoft Word, Marketing Communications, Microsoft Office, Fundraising, Equity Research, Bloomberg, Coaching, Sponsorship, Sponsorship Sales, Player Development, Accounting, Business Development, Salesforce.com
Education
University of California, Los Angeles 2002 — 2004
Bachelor of Arts (B.A.), Business/Managerial Economics
Foothill College 1999 — 2002
Middle College High School Program, Individual Studies
Corrine B. Holden Corrine B. Holden's Callan Associates Experience 1989 - 1993
Job Associate Professor/Academic Program Director
Industry Higher Education
Experience
City University of Seattle October 2006 - Present
Henry Cogswell College 2001 - 2006
Bockelman/Holden Group July 1993 - March 2001
Callan Associates 1989 - 1993
Ennis, Knupp + Associates 1984 - 1989
A. G. Becker 1972 - 1983
Skills
Qualitative Research, Instructional Technology, Business Development, Competitive Analysis, Enrollment Management, Strategic Thinking, Intercultural..., Organizational..., Learning Management, Online Advertising, Social Media Marketing, Marketing Communications, Operations Management, CRM, Personal Development, Strategy, Classroom, Staff Development, Distance Learning, Outlook, Employee Training, Technology Integration, Analytics, Organizational Design, Information Systems, Knowledge Management, Systems Thinking, Culture Change, Marketing Research, Executive Management, Focus Groups, Student Engagement, Thought Leadership, College Teaching, Entrepreneurship, Teacher Training, Courses, Lesson Planning, Finance
Education
World Affairs Council 2013 — 2014
Fellows Program
Western Washington University 2002 — 2006
M. Ed., Adult & Higher Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1983
MBA, Finance
DePaul University 1975 — 1980
BSC, Human Resource Management
City University of Seattle October 2006 - Present
Henry Cogswell College 2001 - 2006
Bockelman/Holden Group July 1993 - March 2001
Callan Associates 1989 - 1993
Ennis, Knupp + Associates 1984 - 1989
A. G. Becker 1972 - 1983
Skills
Qualitative Research, Instructional Technology, Business Development, Competitive Analysis, Enrollment Management, Strategic Thinking, Intercultural..., Organizational..., Learning Management, Online Advertising, Social Media Marketing, Marketing Communications, Operations Management, CRM, Personal Development, Strategy, Classroom, Staff Development, Distance Learning, Outlook, Employee Training, Technology Integration, Analytics, Organizational Design, Information Systems, Knowledge Management, Systems Thinking, Culture Change, Marketing Research, Executive Management, Focus Groups, Student Engagement, Thought Leadership, College Teaching, Entrepreneurship, Teacher Training, Courses, Lesson Planning, Finance
Education
World Affairs Council 2013 — 2014
Fellows Program
Western Washington University 2002 — 2006
M. Ed., Adult & Higher Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1983
MBA, Finance
DePaul University 1975 — 1980
BSC, Human Resource Management
Michael Kwong's Callan Associates Experience September 2005 - July 2008
Job
Industry Broadcast Media
Experience
Dish Network July 2014 - Present
Dish Network May 2013 - July 2014
Dish Network May 2012 - May 2013
Dish Network August 2011 - May 2012
Dish Network September 2010 - August 2011
Molex June 2009 - September 2009
Callan Associates September 2005 - July 2008
Dow Jones 2003 - 2005
Skills
Market Analysis, Business Development, Strategy, Financial Modeling, Corporate Finance, Forecasting, Valuation, Finance
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA
University of California, Berkeley 1999 — 2003
B.A.
Clear Lake High School 1995 — 1999
Dish Network July 2014 - Present
Dish Network May 2013 - July 2014
Dish Network May 2012 - May 2013
Dish Network August 2011 - May 2012
Dish Network September 2010 - August 2011
Molex June 2009 - September 2009
Callan Associates September 2005 - July 2008
Dow Jones 2003 - 2005
Skills
Market Analysis, Business Development, Strategy, Financial Modeling, Corporate Finance, Forecasting, Valuation, Finance
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA
University of California, Berkeley 1999 — 2003
B.A.
Clear Lake High School 1995 — 1999
Brian Sterz, CFA's Callan Associates Experience May 2003 - April 2007
Job CEO at Accessible Capital Partners
Industry Real Estate
Experience
Accessible Capital Partners September 2014 - Present
Charles Dunn Company April 2014 - September 2014
Bank of America Merrill Lynch June 2013 - August 2013
EP Wealth Advisors April 2007 - May 2013
Callan Associates May 2003 - April 2007
Skills
Real Estate Development, Commercial Real Estate..., Commercial Real Estate..., Real Estate Investor, Real Estate Financing, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate, Real Estate, Fixed Income, Investments, Alternative Investments, Equity Valuation, Financial Analysis, Chartered Financial..., Highly personable, Asset Managment, Capital Markets, Triathlon, Asset Management, Valuation, Investment Strategies, Portfolio Management, Investment Banking, Asset Allocation, Investment Management, Hedge Funds, Bloomberg, Investment Properties, Financial Modeling, Management, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2014
MBA
University of California, Berkeley 1997 — 2002
B.A.
Loyola High School 1993 — 1997
Accessible Capital Partners September 2014 - Present
Charles Dunn Company April 2014 - September 2014
Bank of America Merrill Lynch June 2013 - August 2013
EP Wealth Advisors April 2007 - May 2013
Callan Associates May 2003 - April 2007
Skills
Real Estate Development, Commercial Real Estate..., Commercial Real Estate..., Real Estate Investor, Real Estate Financing, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate, Real Estate, Fixed Income, Investments, Alternative Investments, Equity Valuation, Financial Analysis, Chartered Financial..., Highly personable, Asset Managment, Capital Markets, Triathlon, Asset Management, Valuation, Investment Strategies, Portfolio Management, Investment Banking, Asset Allocation, Investment Management, Hedge Funds, Bloomberg, Investment Properties, Financial Modeling, Management, Due Diligence
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2014
MBA
University of California, Berkeley 1997 — 2002
B.A.
Loyola High School 1993 — 1997
Christine Opitz, CFA's Callan Associates Experience June 1996 - August 1998
Job Finance Lead at Intuit
Industry Financial Services
Experience
Intuit June 2014 - Present
Hewlett-Packard January 2013 - June 2014
Cambridge Associates October 2004 - October 2011
Hewlett-Packard July 2003 - August 2004
Northrop Grumman Corporation March 1999 - July 2001
Callan Associates June 1996 - August 1998
National Real Estate Clearinghouse April 1995 - September 1995
Skills
Asset Managment, Private Equity, Valuation, Portfolio Management, Financial Modeling, Investments, Equities, Due Diligence, Financial Analysis, Organizational..., Fixed Income, Asset Allocation, Competitive Analysis, Finance, Alternative Investments, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance, HR
University of California, San Diego
Master of Pacific International Affairs, International Relations and Business
University of Redlands
Bachelor of Arts, International Relations and Spanish
Intuit June 2014 - Present
Hewlett-Packard January 2013 - June 2014
Cambridge Associates October 2004 - October 2011
Hewlett-Packard July 2003 - August 2004
Northrop Grumman Corporation March 1999 - July 2001
Callan Associates June 1996 - August 1998
National Real Estate Clearinghouse April 1995 - September 1995
Skills
Asset Managment, Private Equity, Valuation, Portfolio Management, Financial Modeling, Investments, Equities, Due Diligence, Financial Analysis, Organizational..., Fixed Income, Asset Allocation, Competitive Analysis, Finance, Alternative Investments, Asset Management
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance, HR
University of California, San Diego
Master of Pacific International Affairs, International Relations and Business
University of Redlands
Bachelor of Arts, International Relations and Spanish
Bryan Summers, CFA Bryan Summers, CFA's Callan Associates Experience December 2009 - March 2015
Job Senior Investment Analyst
Industry Investment Management
Experience
Utah Retirement Systems March 2015 - Present
Callan Associates December 2009 - March 2015
UDR July 2009 - November 2009
Deloitte and Touche June 2007 - June 2009
US Air Force August 2002 - August 2006
Skills
Portfolio Management, Financial Modeling, Equities, Finance, Valuation, Risk Management, Alternative Investments, Asset Management, Financial Analysis, Tax, Asset Managment, Investments, Mutual Funds, Negotiation, Insurance, Investment Strategies, Private Equity, Hedge Funds
Education
University of Utah 2006 — 2007
MS, Finance
United States Air Force Academy 1996 — 2002
BS, Economics
Utah Retirement Systems March 2015 - Present
Callan Associates December 2009 - March 2015
UDR July 2009 - November 2009
Deloitte and Touche June 2007 - June 2009
US Air Force August 2002 - August 2006
Skills
Portfolio Management, Financial Modeling, Equities, Finance, Valuation, Risk Management, Alternative Investments, Asset Management, Financial Analysis, Tax, Asset Managment, Investments, Mutual Funds, Negotiation, Insurance, Investment Strategies, Private Equity, Hedge Funds
Education
University of Utah 2006 — 2007
MS, Finance
United States Air Force Academy 1996 — 2002
BS, Economics
Christopher Tatro Christopher Tatro's Callan Associates Experience April 1993 - April 1995
Job Director, iShares Global Business Strategy at BlackRock
Industry Financial Services
Experience
BlackRock December 2012 - Present
BlackRock July 2008 - December 2012
BlackRock November 2006 - July 2008
Charles Schwab October 2005 - November 2006
Prudential Financial September 2003 - August 2005
RCM Capital Management April 1995 - July 2001
Callan Associates April 1993 - April 1995
Skills
ETFs, Pricing Strategy, Asset Management, Mutual Funds, Business Planning, Product Development, Investments, Pricing, Segmentation, Business Metrics, Strategic Planning, Competitive Analysis, Separately Managed..., Business Strategy, Managed Accounts, Product Management, Forecasting, Strategy Development, P&L Management, Budgeting, Product Strategy, Asset Managment, Strategy, Budgets, Financial Risk, Financial Services, Finance, Analytics, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Master of Business Administration
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Economics and International Business
BlackRock December 2012 - Present
BlackRock July 2008 - December 2012
BlackRock November 2006 - July 2008
Charles Schwab October 2005 - November 2006
Prudential Financial September 2003 - August 2005
RCM Capital Management April 1995 - July 2001
Callan Associates April 1993 - April 1995
Skills
ETFs, Pricing Strategy, Asset Management, Mutual Funds, Business Planning, Product Development, Investments, Pricing, Segmentation, Business Metrics, Strategic Planning, Competitive Analysis, Separately Managed..., Business Strategy, Managed Accounts, Product Management, Forecasting, Strategy Development, P&L Management, Budgeting, Product Strategy, Asset Managment, Strategy, Budgets, Financial Risk, Financial Services, Finance, Analytics, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Master of Business Administration
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Economics and International Business
Matthew Loster Matthew Loster's Callan Associates Experience August 2014 - Present
Job Analyst at Callan Associates
Industry Financial Services
Experience
Callan Associates August 2014 - Present
PlanMember Financial Corporation January 2013 - August 2014
Schneider Autohaus October 2012 - December 2012
Santa Barbara Public Library August 2011 - July 2012
Skills
Series 7, Series 65, Series 63, Mutual Funds, Retirement Planning, Customer Service, 403(b), Investments, Financial Analysis, Series 6, Photoshop, Microsoft Word, Illustrator, Microsoft Excel, Finance, Microsoft Office, Portfolio Management, PowerPoint, Public Speaking
Education
2015 Principles CIPM Candidate
Passed Level I of the CFA Program
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (BA), Mathematics
Dos Pueblos High School 2004 — 2008
Callan Associates August 2014 - Present
PlanMember Financial Corporation January 2013 - August 2014
Schneider Autohaus October 2012 - December 2012
Santa Barbara Public Library August 2011 - July 2012
Skills
Series 7, Series 65, Series 63, Mutual Funds, Retirement Planning, Customer Service, 403(b), Investments, Financial Analysis, Series 6, Photoshop, Microsoft Word, Illustrator, Microsoft Excel, Finance, Microsoft Office, Portfolio Management, PowerPoint, Public Speaking
Education
2015 Principles CIPM Candidate
Passed Level I of the CFA Program
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (BA), Mathematics
Dos Pueblos High School 2004 — 2008
Eugene Podkaminer, CFA Eugene Podkaminer, CFA's Callan Associates Experience November 2010 - Present
Job SVP, Capital Markets Research Group at Callan Associates
Industry Investment Management
Experience
Callan Associates November 2010 - Present
Alan D. Biller & Associates July 2009 - August 2010
Barclays Global Investors February 2007 - March 2009
Barclays Global Investors January 2002 - January 2007
Inktomi June 2000 - August 2000
Barclays Global Investors July 1997 - May 1999
Skills
Asset Allocation, Manager Structure, Conference Speaking, Board Presentations, Liability Driven..., Outsourced CIO (OCIO), Risk Budgeting, Client Portfolio..., Product Specialist, Asset/Liability..., Portfolio Construction, De-Risking, Risk Factor Research, Factor, Portfolio Management, LDI, Financial Risk, Public Speaking, Asset Management, Investments, Capital Markets, Hedge Funds, Private Equity, Due Diligence, Strategy, Investment Management, Investment Strategies, Alternative Investments, Mutual Funds, Fixed Income
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance, Investment Management
University of San Francisco 1994 — 1997
BA, Economics
CFA Institute
CFA, Finance
Callan Associates November 2010 - Present
Alan D. Biller & Associates July 2009 - August 2010
Barclays Global Investors February 2007 - March 2009
Barclays Global Investors January 2002 - January 2007
Inktomi June 2000 - August 2000
Barclays Global Investors July 1997 - May 1999
Skills
Asset Allocation, Manager Structure, Conference Speaking, Board Presentations, Liability Driven..., Outsourced CIO (OCIO), Risk Budgeting, Client Portfolio..., Product Specialist, Asset/Liability..., Portfolio Construction, De-Risking, Risk Factor Research, Factor, Portfolio Management, LDI, Financial Risk, Public Speaking, Asset Management, Investments, Capital Markets, Hedge Funds, Private Equity, Due Diligence, Strategy, Investment Management, Investment Strategies, Alternative Investments, Mutual Funds, Fixed Income
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance, Investment Management
University of San Francisco 1994 — 1997
BA, Economics
CFA Institute
CFA, Finance
Jamie McAllister's Callan Associates Experience July 2011 - Present
Job Vice President, Defined Contribution Practice at Callan Associates
Industry Investment Management
Experience
Callan Associates July 2011 - Present
Skills
Business Strategy, Defined Benefit, Employee Benefits, Investments, Morningstar, Portfolio Management, Investment Strategies, Test Planning, Testing, Asset Management, Investment Management, Equities, Defined Contribution, SDLC, Alternative Investments, Mutual Funds, 401k, Asset Allocation, Financial Services, Pensions, Financial Modeling
Education
University of Notre Dame 1996 — 2000
The Ellis School
Callan Associates July 2011 - Present
Skills
Business Strategy, Defined Benefit, Employee Benefits, Investments, Morningstar, Portfolio Management, Investment Strategies, Test Planning, Testing, Asset Management, Investment Management, Equities, Defined Contribution, SDLC, Alternative Investments, Mutual Funds, 401k, Asset Allocation, Financial Services, Pensions, Financial Modeling
Education
University of Notre Dame 1996 — 2000
The Ellis School
Nanci Morris, CFA's Callan Associates Experience 1999 - 2001
Job Institutional Investment Consultant
Industry Financial Services
Experience
New England Retirement Consultants LLC January 2010 - Present
Lycoming College 2008 - Present
Christian Brothers Investment Services 2008 - Present
NDM Management LLC January 2007 - Present
NYSSA 2000 - Present
CFA Institute 2008 - September 2012
Children's Specialized Hospital 2007 - January 2012
NYSSA June 2009 - June 2011
Princeton Theological Seminary October 2004 - December 2006
Callan Associates 1999 - 2001
Skills
Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Strategy, Asset Management, Portfolio Management, Financial Modeling, Investment Management, Equities, Management, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Financial Services
Education
Chartered Financial Analyst
Lycoming College
BA
New England Retirement Consultants LLC January 2010 - Present
Lycoming College 2008 - Present
Christian Brothers Investment Services 2008 - Present
NDM Management LLC January 2007 - Present
NYSSA 2000 - Present
CFA Institute 2008 - September 2012
Children's Specialized Hospital 2007 - January 2012
NYSSA June 2009 - June 2011
Princeton Theological Seminary October 2004 - December 2006
Callan Associates 1999 - 2001
Skills
Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Strategy, Asset Management, Portfolio Management, Financial Modeling, Investment Management, Equities, Management, Investment Strategies, Asset Allocation, Investment Advisory, Hedge Funds, Financial Services
Education
Chartered Financial Analyst
Lycoming College
BA
Jessica Ransdall Jessica Ransdall's Callan Associates Experience April 2012 - Present
Job Assistant Vice President at Callan Associates
Industry Financial Services
Experience
Callan Associates April 2012 - Present
Callan Associates October 2008 - April 2012
Callan Associates 2006 - 2008
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Political Science
Callan Associates April 2012 - Present
Callan Associates October 2008 - April 2012
Callan Associates 2006 - 2008
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Political Science
Duncan Reece Duncan Reece's Callan Associates Experience 2000 - 2002
Job Vice President, Business Development at Iora Health
Industry Health, Wellness and Fitness
Experience
Iora Health January 2014 - Present
TSC Child Care Center December 2013 - November 2014
Iora Health November 2012 - December 2013
TSC Child Care Center December 2011 - November 2013
Health Dialog September 2012 - October 2012
Health Dialog March 2011 - August 2012
Health Dialog July 2008 - March 2011
Thermo Fisher Scientific June 2007 - August 2007
Westfield Capital Management October 2002 - July 2006
Callan Associates 2000 - 2002
Skills
Healthcare, Healthcare IT, Strategic Partnerships, Product Management, Strategy Development, Account Management, Sales Management, Sales Operations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Colgate University 1995 — 1999
BA
Masconomet
Iora Health January 2014 - Present
TSC Child Care Center December 2013 - November 2014
Iora Health November 2012 - December 2013
TSC Child Care Center December 2011 - November 2013
Health Dialog September 2012 - October 2012
Health Dialog March 2011 - August 2012
Health Dialog July 2008 - March 2011
Thermo Fisher Scientific June 2007 - August 2007
Westfield Capital Management October 2002 - July 2006
Callan Associates 2000 - 2002
Skills
Healthcare, Healthcare IT, Strategic Partnerships, Product Management, Strategy Development, Account Management, Sales Management, Sales Operations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Colgate University 1995 — 1999
BA
Masconomet
Michael Bise Michael Bise's Callan Associates Experience October 2002 - September 2005
Job Brand builder with a penchant for survey design and consumer behavior
Industry Consumer Goods
Experience
Callan Associates, Vice President October 2005 - Present
Callan Associates October 2002 - September 2005
Jenny Craig 2001 - 2002
Skills
Brand Management, Business Strategy, Marketing Research, Marketing, SPSS, Competitive Analysis, Google Analytics, Financial Analysis, Performance Measurement, Financial Modeling, Valuation, MS Excel Pivot Tables, Private Equity, Alternative Investments, Cross-functional Team..., SQL, Survey Design, Google Analytics -..., R - Learning, Leadership, Strategy, CSS, Basic HTML, Management, Analysis, Business Analysis, Statistical Data..., JavaScript
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Emphasis in Marketing and Finance
University of California, Berkeley 1998 — 2000
B.A., Economics
Orange Coast College 1996 — 1998
Callan Associates, Vice President October 2005 - Present
Callan Associates October 2002 - September 2005
Jenny Craig 2001 - 2002
Skills
Brand Management, Business Strategy, Marketing Research, Marketing, SPSS, Competitive Analysis, Google Analytics, Financial Analysis, Performance Measurement, Financial Modeling, Valuation, MS Excel Pivot Tables, Private Equity, Alternative Investments, Cross-functional Team..., SQL, Survey Design, Google Analytics -..., R - Learning, Leadership, Strategy, CSS, Basic HTML, Management, Analysis, Business Analysis, Statistical Data..., JavaScript
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Emphasis in Marketing and Finance
University of California, Berkeley 1998 — 2000
B.A., Economics
Orange Coast College 1996 — 1998
James Danforth, CFA James Danforth, CFA's Callan Associates Experience August 2008 - August 2013
Job Oxford MBA Graduate looking for a new opportunity
Industry Investment Management
Experience
Oxford University - Saïd Business School September 2013 - Present
Callan Associates August 2008 - August 2013
The David and Lucile Packard Foundation February 2007 - August 2008
Thomas Weisel Partners June 2006 - February 2007
WestEnd Capital Management July 2005 - June 2006
Skills
Investments, Hedge Funds, Venture Capital, Start-ups, Due Diligence, Asset Allocation, Entrepreneurship, Alternative Investments, Private Equity, Research, Portfolio Management, Analysis, Equities, Finance, Relationship Management, Investment Strategies, Financial Modeling, Institutional..., Capital Markets, Asset Managment, Asset Management, Investment Management, Valuation, Financial Analysis, Non-profits, Networking, Derivatives, Pensions, Product Development, Economics, Nonprofits, Virtual Currency, Equity Research
Education
University of Oxford - Said Business School 2013 — 2014
Master of Business Administration (MBA)
Bucknell University 2001 — 2005
BS
Los Altos High School
Oxford University - Saïd Business School September 2013 - Present
Callan Associates August 2008 - August 2013
The David and Lucile Packard Foundation February 2007 - August 2008
Thomas Weisel Partners June 2006 - February 2007
WestEnd Capital Management July 2005 - June 2006
Skills
Investments, Hedge Funds, Venture Capital, Start-ups, Due Diligence, Asset Allocation, Entrepreneurship, Alternative Investments, Private Equity, Research, Portfolio Management, Analysis, Equities, Finance, Relationship Management, Investment Strategies, Financial Modeling, Institutional..., Capital Markets, Asset Managment, Asset Management, Investment Management, Valuation, Financial Analysis, Non-profits, Networking, Derivatives, Pensions, Product Development, Economics, Nonprofits, Virtual Currency, Equity Research
Education
University of Oxford - Said Business School 2013 — 2014
Master of Business Administration (MBA)
Bucknell University 2001 — 2005
BS
Los Altos High School
Lee Goldman Lee Goldman's Callan Associates Experience May 1996 - January 1997
Job Senior Consultant Cloud and Data Center Product Marketing at Windstream Communications
Industry Marketing and Advertising
Experience
Windstream Communications July 2014 - Present
Seen Your Way November 2012 - July 2014
Goldman Consulting March 2011 - November 2012
Swisher Hygiene January 2006 - March 2011
IBM July 2001 - January 2006
Charles Schwab May 2000 - August 2000
Ernst & Young LLP January 1997 - May 1999
Callan Associates May 1996 - January 1997
Skills
Segmentation, Product Marketing, Integrated Marketing, Market Planning, Customer Relations, Sales Management, Marketing Management, Marketing Strategy, Competitive Analysis, Strategy Development, Marketing Communications, Product Development, Innovative Marketing, Corporate Brand Strategy, eMarketing, Digital Marketing, Business Strategy, Strategic Planning, M&A experience, Project Managers, Mergers and Acquisitions, Online Marketing..., Director of Marketing, Webvertising, Online Marketing, Brand Management, Global Brand Development, Corporate Branding, Brand Awareness, Brand Loyalty, Brand Implementation, Brand Developement, Messaging, Message Development, Key Message Development, Yale, Web Marketing Strategy, Pay per Click, SEO, E-commerce SEO, SEM, Business Development, New Business Development, Market Research, P&L Responsibility, Consumer Marketing, MBA, Strategy, Management, Marketing
Education
Yale University - Yale School of Management 1999 — 2001
MBA
University of California, Riverside 1991 — 1995
BS
Rolling Hills High School 1987 — 1991
Windstream Communications July 2014 - Present
Seen Your Way November 2012 - July 2014
Goldman Consulting March 2011 - November 2012
Swisher Hygiene January 2006 - March 2011
IBM July 2001 - January 2006
Charles Schwab May 2000 - August 2000
Ernst & Young LLP January 1997 - May 1999
Callan Associates May 1996 - January 1997
Skills
Segmentation, Product Marketing, Integrated Marketing, Market Planning, Customer Relations, Sales Management, Marketing Management, Marketing Strategy, Competitive Analysis, Strategy Development, Marketing Communications, Product Development, Innovative Marketing, Corporate Brand Strategy, eMarketing, Digital Marketing, Business Strategy, Strategic Planning, M&A experience, Project Managers, Mergers and Acquisitions, Online Marketing..., Director of Marketing, Webvertising, Online Marketing, Brand Management, Global Brand Development, Corporate Branding, Brand Awareness, Brand Loyalty, Brand Implementation, Brand Developement, Messaging, Message Development, Key Message Development, Yale, Web Marketing Strategy, Pay per Click, SEO, E-commerce SEO, SEM, Business Development, New Business Development, Market Research, P&L Responsibility, Consumer Marketing, MBA, Strategy, Management, Marketing
Education
Yale University - Yale School of Management 1999 — 2001
MBA
University of California, Riverside 1991 — 1995
BS
Rolling Hills High School 1987 — 1991
Ezra Berman Ezra Berman's Callan Associates Experience October 2003 - August 2009
Job Managing Member at Lord George
Industry Import and Export
Experience
Lord George July 2015 - Present
San Francisco Athletic Club May 2014 - Present
The Corner Store February 2012 - Present
Strategic Development Solutions June 2010 - September 2010
Callan Associates October 2003 - August 2009
Skills
Business Development, Strategic Planning, Strategy, Start-ups, New Business Development, Business Strategy, Marketing Strategy, Entrepreneurship, Product Management, Competitive Analysis, Mergers & Acquisitions, Marketing, Strategic Partnerships, Product Marketing
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Business
University of California, Santa Cruz 1998 — 2002
BA, Business Management Economics
Urban High School 1994 — 1998
Lord George July 2015 - Present
San Francisco Athletic Club May 2014 - Present
The Corner Store February 2012 - Present
Strategic Development Solutions June 2010 - September 2010
Callan Associates October 2003 - August 2009
Skills
Business Development, Strategic Planning, Strategy, Start-ups, New Business Development, Business Strategy, Marketing Strategy, Entrepreneurship, Product Management, Competitive Analysis, Mergers & Acquisitions, Marketing, Strategic Partnerships, Product Marketing
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Business
University of California, Santa Cruz 1998 — 2002
BA, Business Management Economics
Urban High School 1994 — 1998
Stephanie Meade Stephanie Meade's Callan Associates Experience August 2010 - May 2012
Job Director of Marketing and Sustainability at New Resource Bank, Senior Vice President
Industry Banking
Experience
New Resource Bank January 2014 - Present
InCultureParent.com November 2010 - Present
Equilibrium Capital June 2012 - December 2013
Callan Associates August 2010 - May 2012
Self-employed March 2010 - July 2010
Wolf Asset Management International September 2007 - March 2010
MACS Management and Consulting Services May 2003 - September 2007
United Nations Development Program- Human Development Report January 2002 - May 2002
HSBC formerly The Atlantic September 2001 - January 2002
United Nations Development Program- Human Development Report January 2000 - April 2001
Skills
Economics, International..., Analysis, Spanish, Research, Proposal Writing, Editing, Social Media, Qualitative Research, Public Relations, Emerging Markets, Politics, Multilingual, Data Analysis, Sustainability, Marketing, Economic Development, Report Writing, Blogging, French, Portuguese, Writing, Statistics, PowerPoint, Excel, Quantitative Analysis, SPSS, Content Marketing, Web Content Creation, Sustainable Business, Management
Education
Columbia University - School of International and Public Affairs 2000 — 2002
Master in International Affairs, International Finance
Columbia University in the City of New York 1995 — 1998
BA, Political Science
New Resource Bank January 2014 - Present
InCultureParent.com November 2010 - Present
Equilibrium Capital June 2012 - December 2013
Callan Associates August 2010 - May 2012
Self-employed March 2010 - July 2010
Wolf Asset Management International September 2007 - March 2010
MACS Management and Consulting Services May 2003 - September 2007
United Nations Development Program- Human Development Report January 2002 - May 2002
HSBC formerly The Atlantic September 2001 - January 2002
United Nations Development Program- Human Development Report January 2000 - April 2001
Skills
Economics, International..., Analysis, Spanish, Research, Proposal Writing, Editing, Social Media, Qualitative Research, Public Relations, Emerging Markets, Politics, Multilingual, Data Analysis, Sustainability, Marketing, Economic Development, Report Writing, Blogging, French, Portuguese, Writing, Statistics, PowerPoint, Excel, Quantitative Analysis, SPSS, Content Marketing, Web Content Creation, Sustainable Business, Management
Education
Columbia University - School of International and Public Affairs 2000 — 2002
Master in International Affairs, International Finance
Columbia University in the City of New York 1995 — 1998
BA, Political Science
Brett Cornwell, CFA Brett Cornwell, CFA's Callan Associates Experience August 2010 - Present
Job Senior Vice President
Industry Financial Services
Experience
Callan Associates August 2010 - Present
Wetherby Asset Management July 2001 - July 2010
E*TRADE Financial July 1998 - February 2001
Morgan Stanley Dean Witter August 1997 - July 1998
Skills
Fixed Income, Asset Allocation, Investment Manager Due..., MLP, Asset Managment, Commodity, Research, Alternative Investments, Investments, Wealth Management, Investment Management, Mutual Funds, Asset Management, Due Diligence, Economics, Capital Markets, Derivatives, Investment Strategies, Strategy, Emerging Markets, Institutional..., Performance Attribution, Pension Funds
Education
University of Alabama 1992 — 1996
Bachelor of Science, Finance & Economics
Callan Associates August 2010 - Present
Wetherby Asset Management July 2001 - July 2010
E*TRADE Financial July 1998 - February 2001
Morgan Stanley Dean Witter August 1997 - July 1998
Skills
Fixed Income, Asset Allocation, Investment Manager Due..., MLP, Asset Managment, Commodity, Research, Alternative Investments, Investments, Wealth Management, Investment Management, Mutual Funds, Asset Management, Due Diligence, Economics, Capital Markets, Derivatives, Investment Strategies, Strategy, Emerging Markets, Institutional..., Performance Attribution, Pension Funds
Education
University of Alabama 1992 — 1996
Bachelor of Science, Finance & Economics
Harrison Richardson's Callan Associates Experience 2010 - Present
Job Analyst at Callan Associates
Industry Financial Services
Experience
Callan Associates 2010 - Present
Bingham, Osborn & Scarborough LLC 2007 - 2009
Education
Indiana University Bloomington 2001 — 2005
B.A., Economics, Political Science
Callan Associates 2010 - Present
Bingham, Osborn & Scarborough LLC 2007 - 2009
Education
Indiana University Bloomington 2001 — 2005
B.A., Economics, Political Science
Kevin Machiz, CFA, FRM Kevin Machiz, CFA, FRM's Callan Associates Experience August 2014 - Present
Job Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates August 2014 - Present
Franklin Templeton Investments June 2011 - July 2014
Enterprise Management Consulting Practice January 2011 - May 2011
The William C. Dunkelberg Owl Fund August 2010 - May 2011
Sestak for Senate August 2010 - November 2010
EurosRed June 2008 - August 2008
Skills
Bloomberg Terminal, Capital IQ, Factset, Morningstar
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Finance, and International Business Administration
Instituto Tecnológico Autónomo de México 2010 — 2010
Radnor High School 2003 — 2007
Callan Associates August 2014 - Present
Franklin Templeton Investments June 2011 - July 2014
Enterprise Management Consulting Practice January 2011 - May 2011
The William C. Dunkelberg Owl Fund August 2010 - May 2011
Sestak for Senate August 2010 - November 2010
EurosRed June 2008 - August 2008
Skills
Bloomberg Terminal, Capital IQ, Factset, Morningstar
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Finance, and International Business Administration
Instituto Tecnológico Autónomo de México 2010 — 2010
Radnor High School 2003 — 2007
Shinta Bonnefoy's Callan Associates Experience June 2012 - Present
Job Senior Software Engineer, Cluster Administrator (Looking for new opportunities in Lyon, France)
Industry Investment Management
Experience
Callan Associates June 2012 - Present
Australian National University August 2007 - December 2011
CGG January 2005 - March 2007
CGG March 2001 - December 2004
IBM France September 1998 - September 2000
Skills
Distributed Systems, Software Development, Cluster, High Performance..., Bash, System Administration, Algorithms, Programming, Scientific Computing, Optimization, Software Engineering, Computer Science, Java, Python, C, Linux, Unix, Shell Scripting, Benchmarking, Performance Tuning, SQL, Ruby on Rails, Ruby, JavaScript, HTML, CSS, Torque, Valgrind, CVS, Git, Mercurial, C++, Relational Databases
Education
Université Paris Sud (Paris XI) 2000 — 2001
Master's degree, Computer Science - Parallel Computing - High-Performance Computing
Université Paris Dauphine 1997 — 2000
Master's degree, Computer Science & Mathematics
Callan Associates June 2012 - Present
Australian National University August 2007 - December 2011
CGG January 2005 - March 2007
CGG March 2001 - December 2004
IBM France September 1998 - September 2000
Skills
Distributed Systems, Software Development, Cluster, High Performance..., Bash, System Administration, Algorithms, Programming, Scientific Computing, Optimization, Software Engineering, Computer Science, Java, Python, C, Linux, Unix, Shell Scripting, Benchmarking, Performance Tuning, SQL, Ruby on Rails, Ruby, JavaScript, HTML, CSS, Torque, Valgrind, CVS, Git, Mercurial, C++, Relational Databases
Education
Université Paris Sud (Paris XI) 2000 — 2001
Master's degree, Computer Science - Parallel Computing - High-Performance Computing
Université Paris Dauphine 1997 — 2000
Master's degree, Computer Science & Mathematics
Jeff Warrington's Callan Associates Experience January 1994 - August 1998
Job Senior Software Engineer at Common Sense Media
Industry Internet
Experience
Common Sense Media April 2009 - Present
True Run Media October 2005 - February 2009
Lycos December 2003 - January 2005
GetRelevant May 1999 - December 2003
Babcock & Brown December 1998 - July 1999
Callan Associates January 1994 - August 1998
Skills
Apache, MySQL, PHP, Linux, Scrum, Drupal, node.js, Git, jQuery, CSS, SASS, Varnish, Nginx, Debian, Memcached, MongoDB, Symfony, NoSQL, LAMP, Open Source, Subversion, Ubuntu, JavaScript, Bash, AJAX, PostgreSQL, Agile, Python, SQL, Web Development, Shell Scripting, Web Services, Unix, System Administration, Web Applications, Scalability, CVS, Performance Tuning, Percona, DB2, VirtualBox, VMware, Emacs, Vi, IRC, KDE, XSLT, Databases
Education
University of California, Berkeley 1989 — 1993
Bachelors, Economics
Beijing Foreign Studies University 2005 — 2005
Mandarin Chinese
Common Sense Media April 2009 - Present
True Run Media October 2005 - February 2009
Lycos December 2003 - January 2005
GetRelevant May 1999 - December 2003
Babcock & Brown December 1998 - July 1999
Callan Associates January 1994 - August 1998
Skills
Apache, MySQL, PHP, Linux, Scrum, Drupal, node.js, Git, jQuery, CSS, SASS, Varnish, Nginx, Debian, Memcached, MongoDB, Symfony, NoSQL, LAMP, Open Source, Subversion, Ubuntu, JavaScript, Bash, AJAX, PostgreSQL, Agile, Python, SQL, Web Development, Shell Scripting, Web Services, Unix, System Administration, Web Applications, Scalability, CVS, Performance Tuning, Percona, DB2, VirtualBox, VMware, Emacs, Vi, IRC, KDE, XSLT, Databases
Education
University of California, Berkeley 1989 — 1993
Bachelors, Economics
Beijing Foreign Studies University 2005 — 2005
Mandarin Chinese
William Howard's Callan Associates Experience February 2001 - Present
Job Senior Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates February 2001 - Present
Pritchard Investment Management November 1998 - April 2000
Hulbert Financial Digest January 1997 - June 1998
Skills
Portfolio Management, Asset Allocation, Asset Management, Investment Management, Hedge Funds, Alternative Investments, Investments, Private Equity, Equities, Fixed Income
Education
University of Denver - Daniels College of Business 2005 — 2008
MBA, Real Estate
Vanderbilt University 1993 — 1996
BA, Economics
Callan Associates February 2001 - Present
Pritchard Investment Management November 1998 - April 2000
Hulbert Financial Digest January 1997 - June 1998
Skills
Portfolio Management, Asset Allocation, Asset Management, Investment Management, Hedge Funds, Alternative Investments, Investments, Private Equity, Equities, Fixed Income
Education
University of Denver - Daniels College of Business 2005 — 2008
MBA, Real Estate
Vanderbilt University 1993 — 1996
BA, Economics
Rob Connin's Callan Associates Experience 1992 - 1995
Job Managing Director Lazard Asset Management
Industry Capital Markets
Experience
Lazard Asset Management July 2004 - Present
Nicholas Applegate January 1999 - June 2004
R.V. Kuhns & Associates September 1996 - January 1999
SEI April 1995 - August 1996
Callan Associates 1992 - 1995
Skills
Asset Allocation, Investments, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Series 7, Endowments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Pension Funds, ETFs, Investment Management, Financial Markets, Institutional Investors, Hedge Funds, Relationship Management, Series 63, Institutional..., Asset Management, Institutional
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (BA)
Lazard Asset Management July 2004 - Present
Nicholas Applegate January 1999 - June 2004
R.V. Kuhns & Associates September 1996 - January 1999
SEI April 1995 - August 1996
Callan Associates 1992 - 1995
Skills
Asset Allocation, Investments, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Series 7, Endowments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Pension Funds, ETFs, Investment Management, Financial Markets, Institutional Investors, Hedge Funds, Relationship Management, Series 63, Institutional..., Asset Management, Institutional
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (BA)
Jon Deane's Callan Associates Experience August 2000 - October 2001
Job Senior Program Officer
Industry Philanthropy
Experience
Bill and Melinda Gates Foundation July 2015 - Present
Summit Public Schools July 2011 - July 2015
Everest Public High School July 2009 - June 2011
Summit Prep Charter High School May 2008 - June 2009
Summit Preparatory Charter High School August 2005 - June 2008
Prospect Hill Academy Charter School 2003 - 2005
Charles Schwab 2002 - 2002
Callan Associates August 2000 - October 2001
eSubscriber 1990 - 2000
Deloitte & Touche September 1995 - September 1998
Skills
Public Speaking, Teaching, Mathematics Education, Classroom, Curriculum Development, Spanish, Instructional Design, Curriculum Design, Staff Development, Educational Leadership, Educational Technology, Program Management, Coaching, Tutoring, Teacher Training, Technology Integration, E-Learning, Higher Education, Distance Learning, K-12, Nonprofits, Program Development, Community Outreach, Research, Strategic Planning
Education
Stanford University 1991 — 1995
BA, Economics
Campolindo 1987 — 1991
Bill and Melinda Gates Foundation July 2015 - Present
Summit Public Schools July 2011 - July 2015
Everest Public High School July 2009 - June 2011
Summit Prep Charter High School May 2008 - June 2009
Summit Preparatory Charter High School August 2005 - June 2008
Prospect Hill Academy Charter School 2003 - 2005
Charles Schwab 2002 - 2002
Callan Associates August 2000 - October 2001
eSubscriber 1990 - 2000
Deloitte & Touche September 1995 - September 1998
Skills
Public Speaking, Teaching, Mathematics Education, Classroom, Curriculum Development, Spanish, Instructional Design, Curriculum Design, Staff Development, Educational Leadership, Educational Technology, Program Management, Coaching, Tutoring, Teacher Training, Technology Integration, E-Learning, Higher Education, Distance Learning, K-12, Nonprofits, Program Development, Community Outreach, Research, Strategic Planning
Education
Stanford University 1991 — 1995
BA, Economics
Campolindo 1987 — 1991
Ruthann Moomy's Callan Associates Experience April 1994 - September 2007
Job Senior Vice President at Callan Associates Inc.
Industry Financial Services
Experience
Callan Associates April 1994 - September 2007
Education
Penn State University 1979 — 1986
Ph.D., Mineral Economics
Georgetown University 1973 — 1977
B.S.F.S., International Economics
Callan Associates April 1994 - September 2007
Education
Penn State University 1979 — 1986
Ph.D., Mineral Economics
Georgetown University 1973 — 1977
B.S.F.S., International Economics
Dana Brown's Callan Associates Experience July 2012 - Present
Job Senior Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates July 2012 - Present
The Newport Group November 2008 - July 2012
The Newport Group September 2003 - November 2008
Morgan Stanley 1996 - 2003
Smith Barney 1994 - 1996
SunTrust Bank 1992 - 1994
Skills
Series 7, Series 66, Asset Allocation, target date funds, stable value, plan design, fiduciary governance, retirement income..., Liability Driven..., investment policy, manager evaluation,..., recruiting, training..., Investment Policy, Fiduciary, Retirement, LDI, Uniform Combined State..., Defined Contribution, Defined Benefit, Business Planning, Stable Value, Pensions, Institutional..., Qualified Retirement...
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
MBA, Finance
Stetson University 1988 — 1992
BBA, Finance
Callan Associates July 2012 - Present
The Newport Group November 2008 - July 2012
The Newport Group September 2003 - November 2008
Morgan Stanley 1996 - 2003
Smith Barney 1994 - 1996
SunTrust Bank 1992 - 1994
Skills
Series 7, Series 66, Asset Allocation, target date funds, stable value, plan design, fiduciary governance, retirement income..., Liability Driven..., investment policy, manager evaluation,..., recruiting, training..., Investment Policy, Fiduciary, Retirement, LDI, Uniform Combined State..., Defined Contribution, Defined Benefit, Business Planning, Stable Value, Pensions, Institutional..., Qualified Retirement...
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
MBA, Finance
Stetson University 1988 — 1992
BBA, Finance
Andrew Garffer's Callan Associates Experience May 2002 - June 2005
Job Sales Manager at Charlesworth Realty Group
Industry Real Estate
Experience
Charlesworth Realty Group February 2014 - Present
Promove June 2012 - February 2014
Promove June 2009 - February 2014
UBS Wealth Management June 2005 - April 2009
Callan Associates May 2002 - June 2005
Skills
Property Management, Leases, Lease Administration, Investment Properties, Residential Homes, Real Estate Transactions, Short Sales, Real Estate Development, Investments, Marketing Strategy, Real Estate, Leadership, Customer Service
Education
College of St. Joseph 1996 — 2000
Double Bachelor of Science (B.S.), Finance, General & Business Management Minor in World Civilizations
Charlesworth Realty Group February 2014 - Present
Promove June 2012 - February 2014
Promove June 2009 - February 2014
UBS Wealth Management June 2005 - April 2009
Callan Associates May 2002 - June 2005
Skills
Property Management, Leases, Lease Administration, Investment Properties, Residential Homes, Real Estate Transactions, Short Sales, Real Estate Development, Investments, Marketing Strategy, Real Estate, Leadership, Customer Service
Education
College of St. Joseph 1996 — 2000
Double Bachelor of Science (B.S.), Finance, General & Business Management Minor in World Civilizations
Nicole Torkelsen's Callan Associates Experience June 2000 - Present
Job Senior Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates June 2000 - Present
Education
San Francisco State University, College of Business 1995 — 1997
MBA, Business Administration
San Francisco State University, College of Business 1992 — 1994
BA, Business Administration
Callan Associates June 2000 - Present
Education
San Francisco State University, College of Business 1995 — 1997
MBA, Business Administration
San Francisco State University, College of Business 1992 — 1994
BA, Business Administration
Janet Becker-Wold's Callan Associates Experience February 1994 - Present
Job Senior Vice President at Callan Associates
Industry Financial Services
Experience
Callan Associates February 1994 - Present
U S WEST February 1992 - February 1994
Education
The University of Texas at Austin
BS, Biology
University of Colorado at Boulder
MBA, Finance
Callan Associates February 1994 - Present
U S WEST February 1992 - February 1994
Education
The University of Texas at Austin
BS, Biology
University of Colorado at Boulder
MBA, Finance
Nick Philbin's Callan Associates Experience September 2004 - April 2008
Job Director of Sales & Marketing
Industry Architecture & Planning
Experience
Ross Recreation Equipment April 2012 - Present
Ross Recreation Equipment April 2008 - April 2012
Callan Associates September 2004 - April 2008
Fisher Investments August 2002 - December 2003
Skills
Salesforce.com, Account Management, Marketing, Project Management, Customer Service, Business Development, CRM, Contract Negotiation, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BS, Finance
Universidad de Alicante 2001 — 2001
Spanish Language and Literature
Ross Recreation Equipment April 2012 - Present
Ross Recreation Equipment April 2008 - April 2012
Callan Associates September 2004 - April 2008
Fisher Investments August 2002 - December 2003
Skills
Salesforce.com, Account Management, Marketing, Project Management, Customer Service, Business Development, CRM, Contract Negotiation, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
BS, Finance
Universidad de Alicante 2001 — 2001
Spanish Language and Literature
Ivan Butch Cliff, CFA's Callan Associates Experience October 1989 - Present
Job EVP, Dir. of Investment Research & Operations at Callan Associates
Industry Financial Services
Experience
Callan Associates October 1989 - Present
Education
University of California, Berkeley 1981 — 1986
Thacher School 1977 — 1981
Callan Associates October 1989 - Present
Education
University of California, Berkeley 1981 — 1986
Thacher School 1977 — 1981
Jennifer Sennott Cram's Callan Associates Experience April 2000 - March 2005
Job Investment Consultant
Industry Financial Services
Experience
MyHomeLifeIndustries 2008 - Present
Angeles Investment Advisors August 2007 - May 2008
Bel Air Investment Advisors, LLC 2005 - 2007
Callan Associates April 2000 - March 2005
Mercer Investment Consulting August 1997 - April 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Mutual Funds, Equities, Fixed Income, Asset Management, Series 7, Portfolio Management, Capital Markets, Bloomberg, Financial Modeling, Wealth Management, Private Equity, Valuation, Investment Advisory, Financial Services, Investment Strategies, Securities
Education
Syracuse University 1993 — 1997
BA, Econ/PolSci
Kent School 1990 — 1993
Latin School of Chicago 1981 — 1990
MyHomeLifeIndustries 2008 - Present
Angeles Investment Advisors August 2007 - May 2008
Bel Air Investment Advisors, LLC 2005 - 2007
Callan Associates April 2000 - March 2005
Mercer Investment Consulting August 1997 - April 2000
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Mutual Funds, Equities, Fixed Income, Asset Management, Series 7, Portfolio Management, Capital Markets, Bloomberg, Financial Modeling, Wealth Management, Private Equity, Valuation, Investment Advisory, Financial Services, Investment Strategies, Securities
Education
Syracuse University 1993 — 1997
BA, Econ/PolSci
Kent School 1990 — 1993
Latin School of Chicago 1981 — 1990
Gordon Weightman's Callan Associates Experience August 2006 - Present
Job Vice President at Callan Associates
Industry Financial Services
Experience
Callan Associates August 2006 - Present
Education
Middlebury College 2000 — 2004
Callan Associates August 2006 - Present
Education
Middlebury College 2000 — 2004
Kevin Dolsen's Callan Associates Experience May 1999 - April 2014
Job Chief Executive Officer at CastleArk
Industry Investment Management
Experience
Castleark Management LLC April 2014 - Present
Callan Associates May 1999 - April 2014
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance
University of Dayton 1995 — 1999
MA, History
Castleark Management LLC April 2014 - Present
Callan Associates May 1999 - April 2014
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance
University of Dayton 1995 — 1999
MA, History
James Perkins, CFA's Callan Associates Experience July 2000 - July 2004
Job Vice President, Clear Voice Research
Industry Research
Experience
Clear Voice Research November 2011 - Present
Benedetto, Gartland & Company June 2008 - July 2013
American Century Investments May 2007 - August 2007
Metropolitan West Capital Management, LLC August 2004 - July 2006
Callan Associates July 2000 - July 2004
Skills
Private Equity, Capital Markets, Hedge Funds, Fixed Income, Investments, Alternative Investments, Valuation, Investment Banking, Venture Capital, Financial Modeling, Portfolio Management, Asset Allocation, LBO, Asset Management, Corporate Development, Start-ups, Due Diligence, Corporate Finance, Trading, Asset Managment, Equities, Financial Structuring, Equity Valuation, Financial Markets, Economics, Derivatives, Mutual Funds, Investment Strategies, Emerging Markets, M&A experience, Mergers, Investment Management, Fund Of Funds, Private Placements, Structured Finance, Securities, Investor Relations, Bloomberg, Equity Research
Education
Columbia University - Columbia Business School 2006 — 2008
University of California, Berkeley 1996 — 2000
BA, Economics
Clear Voice Research November 2011 - Present
Benedetto, Gartland & Company June 2008 - July 2013
American Century Investments May 2007 - August 2007
Metropolitan West Capital Management, LLC August 2004 - July 2006
Callan Associates July 2000 - July 2004
Skills
Private Equity, Capital Markets, Hedge Funds, Fixed Income, Investments, Alternative Investments, Valuation, Investment Banking, Venture Capital, Financial Modeling, Portfolio Management, Asset Allocation, LBO, Asset Management, Corporate Development, Start-ups, Due Diligence, Corporate Finance, Trading, Asset Managment, Equities, Financial Structuring, Equity Valuation, Financial Markets, Economics, Derivatives, Mutual Funds, Investment Strategies, Emerging Markets, M&A experience, Mergers, Investment Management, Fund Of Funds, Private Placements, Structured Finance, Securities, Investor Relations, Bloomberg, Equity Research
Education
Columbia University - Columbia Business School 2006 — 2008
University of California, Berkeley 1996 — 2000
BA, Economics
Connie Lee, CFA's Callan Associates Experience November 2010 - Present
Job Consultant at Callan Associates
Industry Financial Services
Experience
Callan Associates November 2010 - Present
Education
University of California, Berkeley
BA
Callan Associates November 2010 - Present
Education
University of California, Berkeley
BA
Todd Carabasi's Callan Associates Experience April 2013 - Present
Job Associate Consultant at Callan Associates
Industry Investment Management
Experience
Callan Associates April 2013 - Present
J.P. Morgan November 2009 - September 2012
J.P. Morgan April 2008 - October 2009
Advanced Vein and Vascular May 2007 - April 2008
Pine Straw Plus Landscaping June 2006 - August 2006
Mercedes-Benz of West Chester April 2003 - May 2003
Skills
Bloomberg, Valuation, Capital Markets, Financial Analysis, Fixed Income, Investment Strategies, Hedge Funds, Microsoft Excel, Asset Allocation, Portfolio Management, Series 63, Private Equity
Education
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor of Science (B.S.), International Business & Finance (Minor: German)
Institut für die Deutsche Sprache und Kultur
Wittenberg, Germany, May-June 2006
Callan Associates April 2013 - Present
J.P. Morgan November 2009 - September 2012
J.P. Morgan April 2008 - October 2009
Advanced Vein and Vascular May 2007 - April 2008
Pine Straw Plus Landscaping June 2006 - August 2006
Mercedes-Benz of West Chester April 2003 - May 2003
Skills
Bloomberg, Valuation, Capital Markets, Financial Analysis, Fixed Income, Investment Strategies, Hedge Funds, Microsoft Excel, Asset Allocation, Portfolio Management, Series 63, Private Equity
Education
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor of Science (B.S.), International Business & Finance (Minor: German)
Institut für die Deutsche Sprache und Kultur
Wittenberg, Germany, May-June 2006
Katy Lewis, CFA's Callan Associates Experience June 2009 - October 2010
Job Institutional Business Group at PIMCO
Industry Financial Services
Experience
PIMCO July 2012 - Present
Russell Investments May 2011 - July 2012
Callan Associates June 2009 - October 2010
Cowen and Company July 2004 - June 2007
Skills
Chartered Financial..., Equities, Financial Modeling, Alternative Investments, Fixed Income, Bloomberg, Asset Managment, Valuation, Asset Allocation, Hedge Funds, Investment Management, Private Equity, Investments, Derivatives, Mutual Funds
Education
Emory University
Bachelor of Arts, Economics; Finance
PIMCO July 2012 - Present
Russell Investments May 2011 - July 2012
Callan Associates June 2009 - October 2010
Cowen and Company July 2004 - June 2007
Skills
Chartered Financial..., Equities, Financial Modeling, Alternative Investments, Fixed Income, Bloomberg, Asset Managment, Valuation, Asset Allocation, Hedge Funds, Investment Management, Private Equity, Investments, Derivatives, Mutual Funds
Education
Emory University
Bachelor of Arts, Economics; Finance
Jory Lesser's Callan Associates Experience February 2010 - May 2010
Job Private Client Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2012 - March 2015
US Trust July 2011 - September 2012
US Trust June 2010 - August 2010
Callan Associates February 2010 - May 2010
Everest Properties May 2008 - August 2008
Everest Properties May 2006 - August 2006
Skills
Investments, Series 7, Series 63, Fixed Income, Investment Management, Investment Strategies, Finance, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Finance
University of California, Berkeley 2006 — 2010
Bachelor of Arts, History
University of New South Wales 2009 — 2009
History
AllianceBernstein October 2012 - March 2015
US Trust July 2011 - September 2012
US Trust June 2010 - August 2010
Callan Associates February 2010 - May 2010
Everest Properties May 2008 - August 2008
Everest Properties May 2006 - August 2006
Skills
Investments, Series 7, Series 63, Fixed Income, Investment Management, Investment Strategies, Finance, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate Finance
University of California, Berkeley 2006 — 2010
Bachelor of Arts, History
University of New South Wales 2009 — 2009
History
Chad Myhre, CFA, CAIA's Callan Associates Experience June 2008 - July 2009
Job Senior Hedge Fund Investment Officer
Industry Investment Management
Experience
Missouri State Employees' Retirement System January 2014 - Present
Missouri State Employees' Retirement System July 2009 - December 2013
Callan Associates June 2008 - July 2009
Callan Associates September 2007 - June 2008
North Dakota Insurance Department April 2005 - August 2007
Skills
Investment Strategies, Hedge Funds, Asset Allocation, Fixed Income, Alternative Investments, Institutional..., Equities, Investments, Investment Management, Asset Management, Pension Funds, Portfolio Management, Capital Markets, Due Diligence
Education
The University of North Dakota 2001 — 2004
BBA, Financial Management
Missouri State Employees' Retirement System January 2014 - Present
Missouri State Employees' Retirement System July 2009 - December 2013
Callan Associates June 2008 - July 2009
Callan Associates September 2007 - June 2008
North Dakota Insurance Department April 2005 - August 2007
Skills
Investment Strategies, Hedge Funds, Asset Allocation, Fixed Income, Alternative Investments, Institutional..., Equities, Investments, Investment Management, Asset Management, Pension Funds, Portfolio Management, Capital Markets, Due Diligence
Education
The University of North Dakota 2001 — 2004
BBA, Financial Management
Christiana Wingenroth's Callan Associates Experience May 1997 - November 1998
Job Senior Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture 1998 - Present
Callan Associates May 1997 - November 1998
Skills
Business Process..., Management Consulting, Business Process, Business Analysis, Program Management, IT Strategy, Change Management, Business Transformation, Outsourcing, PMO, Vendor Management, Requirements Analysis, Process Improvement, SDLC, Project Management
Education
Smith College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Accenture 1998 - Present
Callan Associates May 1997 - November 1998
Skills
Business Process..., Management Consulting, Business Process, Business Analysis, Program Management, IT Strategy, Change Management, Business Transformation, Outsourcing, PMO, Vendor Management, Requirements Analysis, Process Improvement, SDLC, Project Management
Education
Smith College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Jon Salstrom's Callan Associates Experience September 2007 - May 2010
Job Executive Director, Client Portfolio Manager at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management May 2010 - Present
Callan Associates September 2007 - May 2010
Callan Associates May 2006 - August 2007
Bank of America March 2005 - May 2006
Skills
Fixed Income, Portfolio Management, Derivatives, Investments, Financial Services, Investment Strategies, Competitive Analysis, Market Research, Management, Analysis, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Finance
Indiana University Bloomington 1995 — 1999
Bachelor's Degree, Finance, General
J.P. Morgan Asset Management May 2010 - Present
Callan Associates September 2007 - May 2010
Callan Associates May 2006 - August 2007
Bank of America March 2005 - May 2006
Skills
Fixed Income, Portfolio Management, Derivatives, Investments, Financial Services, Investment Strategies, Competitive Analysis, Market Research, Management, Analysis, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Finance
Indiana University Bloomington 1995 — 1999
Bachelor's Degree, Finance, General
Lori Lucas's Callan Associates Experience Director of ResearchAon Hewitt$
Job DC Practice Leader at Callan Associates
Industry Financial Services
Experience
Callan Associates Director of ResearchAon Hewitt$
Skills
Leadership, Investments, Financial Analysis, Portfolio Management, Analysis, Asset Management, Equities, Financial Modeling, Management, Customer Service
Education
Indiana University Bloomington
Bachelor's degree
University of Illinois at Chicago
Master of Arts (M.A.)
Callan Associates Director of ResearchAon Hewitt$
Skills
Leadership, Investments, Financial Analysis, Portfolio Management, Analysis, Asset Management, Equities, Financial Modeling, Management, Customer Service
Education
Indiana University Bloomington
Bachelor's degree
University of Illinois at Chicago
Master of Arts (M.A.)
Virginia Macias's Callan Associates Experience January 1996 - September 1998
Job Sales
Industry Hospitality
Experience
The Biltmore Company November 2012 - Present
LIM Advisors January 2008 - July 2012
UBS Investment Bank September 1998 - May 2007
Callan Associates January 1996 - September 1998
SEI Investments July 1990 - December 1995
Skills
Hedge Funds
Education
LIU Post
BS, Finance, Economics
The Biltmore Company November 2012 - Present
LIM Advisors January 2008 - July 2012
UBS Investment Bank September 1998 - May 2007
Callan Associates January 1996 - September 1998
SEI Investments July 1990 - December 1995
Skills
Hedge Funds
Education
LIU Post
BS, Finance, Economics
Brian Brostek's Callan Associates Experience June 2002 - April 2003
Job Assistant Vice President, Assistant Manager, Client Communications at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management January 2014 - Present
Acadian Asset Management August 2006 - December 2013
Arrowstreet Capital April 2003 - August 2006
Callan Associates June 2002 - April 2003
Independence Investments December 1999 - May 2002
Skills
Leadership, Marketing, Business Development, Equities, Asset Management, Entrepreneurship
Education
Suffolk University - Sawyer Business School 2005 — 2009
MBA, Marketing, 3.97/4.00
Bentley University 1993 — 1997
BS, Marketing
Acadian Asset Management January 2014 - Present
Acadian Asset Management August 2006 - December 2013
Arrowstreet Capital April 2003 - August 2006
Callan Associates June 2002 - April 2003
Independence Investments December 1999 - May 2002
Skills
Leadership, Marketing, Business Development, Equities, Asset Management, Entrepreneurship
Education
Suffolk University - Sawyer Business School 2005 — 2009
MBA, Marketing, 3.97/4.00
Bentley University 1993 — 1997
BS, Marketing
Micolyn Magee's Callan Associates Experience July 1988 - March 1998
Job Principal at The Townsend Group
Industry Real Estate
Experience
The Townsend Group April 1998 - Present
Callan Associates July 1988 - March 1998
Education
University of California, Los Angeles 1978 — 1982
BA, Sociology
The Townsend Group April 1998 - Present
Callan Associates July 1988 - March 1998
Education
University of California, Los Angeles 1978 — 1982
BA, Sociology
Susan Glasgow's Callan Associates Experience August 1990 - Present
Job Controller at Callan Associates
Industry Financial Services
Experience
Callan Associates August 1990 - Present
Deloitte January 1984 - July 1990
Education
Oklahoma State University 1980 — 1984
Business
Callan Associates August 1990 - Present
Deloitte January 1984 - July 1990
Education
Oklahoma State University 1980 — 1984
Business
Barb Gerraty's Callan Associates Experience September 2015 - Present
Job Vice President and Manager of Corporate Events at Callan Associates
Industry Events Services
Experience
Callan Associates September 2015 - Present
White Orchid Wedding January 2006 - Present
Vin Ventures November 2012 - Present
SatisfactionWorks May 1994 - February 2006
Skills
Finance, Customer Service, Event Management, Event Planning, Social Media, Corporate Events, Vendor Management, Business Development, Financial con, Operations Management, Business Strategy
Education
University of California, Santa Barbara 1984 — 1988
Economics
Callan Associates September 2015 - Present
White Orchid Wedding January 2006 - Present
Vin Ventures November 2012 - Present
SatisfactionWorks May 1994 - February 2006
Skills
Finance, Customer Service, Event Management, Event Planning, Social Media, Corporate Events, Vendor Management, Business Development, Financial con, Operations Management, Business Strategy
Education
University of California, Santa Barbara 1984 — 1988
Economics
Sandra Weiskirch, CFA's Callan Associates Experience November 2011 - February 2014
Job Director of Operations at EmployeeTech
Industry Investment Management
Experience
EmployeeTech April 2015 - Present
Home March 2014 - March 2015
Callan Associates November 2011 - February 2014
Nuveen Investments October 1996 - November 2011
Harris Bank 1988 - 1996
Education
The University of Chicago Booth School of Business 1991 — 1993
M.B.A., Finance and International Business
St. Olaf College 1983 — 1987
B.A. Magna Cum Laude, Mathematics
Chicago Latin School 1980 — 1983
EmployeeTech April 2015 - Present
Home March 2014 - March 2015
Callan Associates November 2011 - February 2014
Nuveen Investments October 1996 - November 2011
Harris Bank 1988 - 1996
Education
The University of Chicago Booth School of Business 1991 — 1993
M.B.A., Finance and International Business
St. Olaf College 1983 — 1987
B.A. Magna Cum Laude, Mathematics
Chicago Latin School 1980 — 1983
Anthony R Freitas, CFA's Callan Associates Experience 1986 - 1993
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock 2004 - Present
Deutsche Asset Management 2001 - 2004
The Boston Company / Boston Partners Asset Management 1993 - 2001
Callan Associates 1986 - 1993
Skills
Alternative Investments, Hedge Funds, Asset Managment, Fixed Income, Investments, Asset Allocation, Equities, Series 7, Investment Management, Investment Strategies, Portfolio Management, Institutional Investors, Fund Of Funds, Mutual Funds, Private Equity, ETFs, Investment Advisory, Wealth Management, Endowments, Capital Markets
Education
San Francisco State University
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Arts (BA), Political Science/Economy
BlackRock 2004 - Present
Deutsche Asset Management 2001 - 2004
The Boston Company / Boston Partners Asset Management 1993 - 2001
Callan Associates 1986 - 1993
Skills
Alternative Investments, Hedge Funds, Asset Managment, Fixed Income, Investments, Asset Allocation, Equities, Series 7, Investment Management, Investment Strategies, Portfolio Management, Institutional Investors, Fund Of Funds, Mutual Funds, Private Equity, ETFs, Investment Advisory, Wealth Management, Endowments, Capital Markets
Education
San Francisco State University
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Arts (BA), Political Science/Economy
Ken Bakar's Callan Associates Experience 1990 - 1992
Job Marketing Principal at CEG Worldwide
Industry Financial Services
Experience
CEG Worldwide April 2009 - Present
Genworth Financial Wealth Management 2004 - 2008
AssetMark Investment Services 2004 - 2008
Charles Schwab 1999 - 2004
GT Global 1997 - 1998
Wells Fargo 1992 - 1997
Callan Associates 1990 - 1992
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Portfolio Management
Education
San Francisco State University 1998 — 2002
Master of Business Administration (MBA)
University of California, Berkeley 1985 — 1990
CEG Worldwide April 2009 - Present
Genworth Financial Wealth Management 2004 - 2008
AssetMark Investment Services 2004 - 2008
Charles Schwab 1999 - 2004
GT Global 1997 - 1998
Wells Fargo 1992 - 1997
Callan Associates 1990 - 1992
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Portfolio Management
Education
San Francisco State University 1998 — 2002
Master of Business Administration (MBA)
University of California, Berkeley 1985 — 1990
Nicole Torkelsen's Callan Associates Experience May 2000 - May 2008
Job Managing Director BlackRock
Industry Investment Management
Experience
BlackRock 2008 - Present
Callan Associates May 2000 - May 2008
Callan Associates 2000 - 2008
Education
San Francisco State University, College of Business 1995 — 1997
MBA, Marketing
San Francisco State University 1992 — 1994
Bachelor of Science (BSc)
BlackRock 2008 - Present
Callan Associates May 2000 - May 2008
Callan Associates 2000 - 2008
Education
San Francisco State University, College of Business 1995 — 1997
MBA, Marketing
San Francisco State University 1992 — 1994
Bachelor of Science (BSc)
James Van Heuit's Callan Associates Experience Senior Vice PresidentCallan Associates1989 - 2009
Job Senior Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates Senior Vice PresidentCallan Associates1989 - 2009
Watson Wyatt Investment Consulting 2000 - 2001
Ford Aerospace and Communications 1981 - 1983
Education
University of Michigan 1987 — 1989
MA, Economics
California State University-Sacramento 1984 — 1987
BA, Economics
University of California, Davis 1979 — 1981
BS, Mechanical/Aeronautical Engineering
Callan Associates Senior Vice PresidentCallan Associates1989 - 2009
Watson Wyatt Investment Consulting 2000 - 2001
Ford Aerospace and Communications 1981 - 1983
Education
University of Michigan 1987 — 1989
MA, Economics
California State University-Sacramento 1984 — 1987
BA, Economics
University of California, Davis 1979 — 1981
BS, Mechanical/Aeronautical Engineering
Haichi Chen's Callan Associates Experience January 2013 - Present
Job Assistant Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates January 2013 - Present
Callan Associates December 2012 - Present
Skills
Financial Modeling, Investments, Equities, Data Analysis, Fixed Income, Alternative Investments, Bloomberg, Financial Analysis, Asset Managment, Valuation, Portfolio Management, Due Diligence, Analysis, Capital Markets, Emerging Markets
Education
University of California, Berkeley 1998 — 2003
BA, Cognitive Science
Callan Associates January 2013 - Present
Callan Associates December 2012 - Present
Skills
Financial Modeling, Investments, Equities, Data Analysis, Fixed Income, Alternative Investments, Bloomberg, Financial Analysis, Asset Managment, Valuation, Portfolio Management, Due Diligence, Analysis, Capital Markets, Emerging Markets
Education
University of California, Berkeley 1998 — 2003
BA, Cognitive Science
Mark Kattalia's Callan Associates Experience June 1993 - Present
Job VP at Callan Associates
Industry Financial Services
Experience
Callan Associates June 1993 - Present
Glasrock Home Health Care 1987 - 1991
AGT 1985 - 1987
Scientific Atlanta 1979 - 1985
Scientific Atlanta 1979 - 1985
Scientific Atlanta 1979 - 1985
US Navy October 1976 - August 1979
Skills
Operations Management, Project Management, Account Management, Networking, Management, Business Development, Contract Negotiation, Training, Salesforce.com, Consulting, Storage
Education
Georgia State University 1980 — 1985
Redford High School 1973 — 1975
Callan Associates June 1993 - Present
Glasrock Home Health Care 1987 - 1991
AGT 1985 - 1987
Scientific Atlanta 1979 - 1985
Scientific Atlanta 1979 - 1985
Scientific Atlanta 1979 - 1985
US Navy October 1976 - August 1979
Skills
Operations Management, Project Management, Account Management, Networking, Management, Business Development, Contract Negotiation, Training, Salesforce.com, Consulting, Storage
Education
Georgia State University 1980 — 1985
Redford High School 1973 — 1975
Mark Wood, CFA's Callan Associates Experience December 2013 - Present
Job Vice President at Callan Associates, Inc.
Industry Financial Services
Experience
Callan Associates December 2013 - Present
Cook Street Consulting, Inc. January 2008 - September 2013
Skills
Financial Modeling, Investments, Portfolio Management, Asset Allocation, Investment Management, Equities, Due Diligence, Excel, Financial Analysis, Vendors, Microsoft Office, Microsoft Excel, Alternative Investments, Asset Management, Portfolio Construction, Research, Fund Of Funds, Investment Strategies, Valuation, Investment Management..., Mutual Funds, Defined Benefit, Defined Contribution, Morningstar Direct, Morningstar, DCF Valuation, Separately Managed..., Hedge Funds, Long/Short Equity, Pension Funds, Operational Due...
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS), Finance & Business Administration
Callan Associates December 2013 - Present
Cook Street Consulting, Inc. January 2008 - September 2013
Skills
Financial Modeling, Investments, Portfolio Management, Asset Allocation, Investment Management, Equities, Due Diligence, Excel, Financial Analysis, Vendors, Microsoft Office, Microsoft Excel, Alternative Investments, Asset Management, Portfolio Construction, Research, Fund Of Funds, Investment Strategies, Valuation, Investment Management..., Mutual Funds, Defined Benefit, Defined Contribution, Morningstar Direct, Morningstar, DCF Valuation, Separately Managed..., Hedge Funds, Long/Short Equity, Pension Funds, Operational Due...
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS), Finance & Business Administration
Grant Wells's Callan Associates Experience October 2009 - May 2010
Job Marketing Manager at eCIFM Solutions Inc.
Industry Computer Software
Experience
eCIFM Solutions Inc. May 2014 - Present
Boston Reed Learning June 2010 - March 2014
Callan Associates October 2009 - May 2010
Knight Capital Group May 2007 - September 2008
Lewis Brisbois Bisgaard & Smith LLP May 2006 - August 2006
Skills
Microsoft Excel, Public Speaking, Analysis, Team Building, Strategic Planning, Mutual Funds, Valuation, Teaching, Research, Leadership, Program Management, Event Planning, Public Relations, Editing, PowerPoint, Customer Service, Healthcare, Project Management, Strategy, Management, Account Management, Nonprofits, Higher Education, Sales, Business Strategy, Marketing Strategy, CRM, Process Improvement, Change Management, Training, Leadership Development, Coaching, Fundraising, Recruiting, Team Leadership, Marketing, Budgets, Business Development, Start-ups, Organizational..., Event Management, Social Media, Customer Management
Education
Fordham University 2005 — 2009
Bachelor of Business Administration, Finance
eCIFM Solutions Inc. May 2014 - Present
Boston Reed Learning June 2010 - March 2014
Callan Associates October 2009 - May 2010
Knight Capital Group May 2007 - September 2008
Lewis Brisbois Bisgaard & Smith LLP May 2006 - August 2006
Skills
Microsoft Excel, Public Speaking, Analysis, Team Building, Strategic Planning, Mutual Funds, Valuation, Teaching, Research, Leadership, Program Management, Event Planning, Public Relations, Editing, PowerPoint, Customer Service, Healthcare, Project Management, Strategy, Management, Account Management, Nonprofits, Higher Education, Sales, Business Strategy, Marketing Strategy, CRM, Process Improvement, Change Management, Training, Leadership Development, Coaching, Fundraising, Recruiting, Team Leadership, Marketing, Budgets, Business Development, Start-ups, Organizational..., Event Management, Social Media, Customer Management
Education
Fordham University 2005 — 2009
Bachelor of Business Administration, Finance
Dan Homan, CFA's Callan Associates Experience June 2014 - Present
Job Associate Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates June 2014 - Present
Monticello Associates March 2007 - June 2014
New West Technologies July 2006 - March 2007
Aaron Rents, Inc. August 2005 - May 2006
Skills
Financial Analysis, Microsoft Excel, Portfolio Management, Investments, Asset Managment, Financial Modeling, Fundamental Analysis, Hedge Funds, Access, Bloomberg, Asset Allocation, Analysis, Microsoft Office, Finance, Marketing, Asset Management
Education
University of Colorado at Denver 2009 — 2012
Master of Business Administration (M.B.A.), Double Specialization, Financial Analysis and Investment Management
Iowa State University - College of Business 2000 — 2005
B.S., Double Major, Finance and Marketing
Callan Associates June 2014 - Present
Monticello Associates March 2007 - June 2014
New West Technologies July 2006 - March 2007
Aaron Rents, Inc. August 2005 - May 2006
Skills
Financial Analysis, Microsoft Excel, Portfolio Management, Investments, Asset Managment, Financial Modeling, Fundamental Analysis, Hedge Funds, Access, Bloomberg, Asset Allocation, Analysis, Microsoft Office, Finance, Marketing, Asset Management
Education
University of Colorado at Denver 2009 — 2012
Master of Business Administration (M.B.A.), Double Specialization, Financial Analysis and Investment Management
Iowa State University - College of Business 2000 — 2005
B.S., Double Major, Finance and Marketing
Toni Brown's Callan Associates Experience January 1990 - August 2009
Job Defined Contribution at Capital Group
Industry Investment Management
Experience
Capital Group September 2013 - Present
Mercer Investment Consulting August 2009 - September 2013
Callan Associates January 1990 - August 2009
Skills
Institutional Investors, Alternative Investments, Defined Benefit, Investment Management, Asset Allocation, Investment Strategies
Education
Arizona State University 1987 — 1988
MBA, Finance
University of Denver 1979 — 1983
BSBA, General Business
Capital Group September 2013 - Present
Mercer Investment Consulting August 2009 - September 2013
Callan Associates January 1990 - August 2009
Skills
Institutional Investors, Alternative Investments, Defined Benefit, Investment Management, Asset Allocation, Investment Strategies
Education
Arizona State University 1987 — 1988
MBA, Finance
University of Denver 1979 — 1983
BSBA, General Business
Eileen Kwei, CFA's Callan Associates Experience June 2001 - August 2009
Job Institutional Client Service and Sales at Artisan Partners
Industry Investment Management
Experience
Artisan Partners June 2013 - Present
Mercer Investment Consulting August 2009 - May 2013
Callan Associates June 2001 - August 2009
Education
University of California, Berkeley
Artisan Partners June 2013 - Present
Mercer Investment Consulting August 2009 - May 2013
Callan Associates June 2001 - August 2009
Education
University of California, Berkeley
David Malecek's Callan Associates Experience 1994 - 2000
Job Retired / Angel Investor
Industry Financial Services
Experience
Retired / Angel Investor 2011 - Present
BNY ConvergEx 2010 - 2010
Callan Associates 1994 - 2000
Skills
Private Equity, Investments, Hedge Funds, Fixed Income, Capital Markets, Asset Management, Equities, Alternative Investments, Portfolio Management, Series 7, Series 63, Securities
Education
University of Michigan 1966 — 1968
Master of Business Administration (MBA)
Miami University 1962 — 1966
Retired / Angel Investor 2011 - Present
BNY ConvergEx 2010 - 2010
Callan Associates 1994 - 2000
Skills
Private Equity, Investments, Hedge Funds, Fixed Income, Capital Markets, Asset Management, Equities, Alternative Investments, Portfolio Management, Series 7, Series 63, Securities
Education
University of Michigan 1966 — 1968
Master of Business Administration (MBA)
Miami University 1962 — 1966
Andy Iseri's Callan Associates Experience October 2006 - Present
Job Investment Consultant at Callan Associates
Industry Investment Management
Experience
Callan Associates October 2006 - Present
CalSTRS February 1995 - October 2006
System Integrators, Inc 1984 - 1988
Skills
Pensions, Emerging Markets, Equities, Due Diligence, Asset Allocation, Investments, Trading, Investment Management, Investment Strategies, Fixed Income, Alternative Investments, Series 7, Portfolio Management, Wealth Management, Mutual Funds, Asset Management, Hedging, Private Equity, Institutional..., Fund Of Funds, Bloomberg
Education
CFA Institute
CFA
California State University-Sacramento
BS, Business Admin - International Business
Callan Associates October 2006 - Present
CalSTRS February 1995 - October 2006
System Integrators, Inc 1984 - 1988
Skills
Pensions, Emerging Markets, Equities, Due Diligence, Asset Allocation, Investments, Trading, Investment Management, Investment Strategies, Fixed Income, Alternative Investments, Series 7, Portfolio Management, Wealth Management, Mutual Funds, Asset Management, Hedging, Private Equity, Institutional..., Fund Of Funds, Bloomberg
Education
CFA Institute
CFA
California State University-Sacramento
BS, Business Admin - International Business
Matthew Routh, CFA's Callan Associates Experience December 2010 - May 2013
Job Fixed Income Analyst at Barrow, Hanley, Mewhinney & Strauss, LLC
Industry Investment Management
Experience
Barrow, Hanley, Mewhinney & Strauss, LLC June 2014 - Present
Barrow, Hanley, Mewhinney & Strauss, LLC June 2013 - May 2014
Callan Associates December 2010 - May 2013
Callan Associates August 2008 - December 2010
Education
University of California, Santa Barbara 2007 — 2008
MA, Economics
The University of Texas at Austin 2003 — 2007
BA, Economics
Barrow, Hanley, Mewhinney & Strauss, LLC June 2014 - Present
Barrow, Hanley, Mewhinney & Strauss, LLC June 2013 - May 2014
Callan Associates December 2010 - May 2013
Callan Associates August 2008 - December 2010
Education
University of California, Santa Barbara 2007 — 2008
MA, Economics
The University of Texas at Austin 2003 — 2007
BA, Economics
Guy Annamanthodo's Callan Associates Experience January 1990 - January 1993
Job President & Senior Portfolio Manager at Miller, Fleming & Associates
Industry Investment Management
Experience
MILLER, FLEMING & ASSOCIATES January 1996 - Present
AMKEST GROUP January 1993 - January 1996
Callan Associates January 1990 - January 1993
Callan Associates January 1989 - January 1990
Callan Associates January 1986 - January 1990
Education
University of San Francisco
M.B.A, Business Administration
University of San Francisco
B.S, Business
MILLER, FLEMING & ASSOCIATES January 1996 - Present
AMKEST GROUP January 1993 - January 1996
Callan Associates January 1990 - January 1993
Callan Associates January 1989 - January 1990
Callan Associates January 1986 - January 1990
Education
University of San Francisco
M.B.A, Business Administration
University of San Francisco
B.S, Business
Monica Jones's Callan Associates Experience April 2015 - Present
Job Assistant Vice President at Callan Associates
Industry Financial Services
Experience
Callan Associates April 2015 - Present
Denver Investments May 2012 - December 2014
Aspen Skiing Company May 2009 - May 2012
Citigroup June 2007 - August 2007
Skills
Equities, CFA Level III Candidate, Investments, Microsoft Excel, Portfolio Management, Chartered Financial..., Equity Research, Financial Analysis, Valuation, Social Media, Analysis, Investment Strategies
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Finance
Callan Associates April 2015 - Present
Denver Investments May 2012 - December 2014
Aspen Skiing Company May 2009 - May 2012
Citigroup June 2007 - August 2007
Skills
Equities, CFA Level III Candidate, Investments, Microsoft Excel, Portfolio Management, Chartered Financial..., Equity Research, Financial Analysis, Valuation, Social Media, Analysis, Investment Strategies
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science, Finance
Matthew Shirilla's Callan Associates Experience February 2014 - Present
Job Senior Vice President and Manager at Callan Associates
Industry Investment Management
Experience
Callan Associates February 2014 - Present
Callan Associates July 2012 - February 2014
Callan Associates June 2007 - June 2012
Stratford Advisory Group February 2004 - June 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance, Investment Management
Hobart and William Smith Colleges
BA, Economics
Callan Associates February 2014 - Present
Callan Associates July 2012 - February 2014
Callan Associates June 2007 - June 2012
Stratford Advisory Group February 2004 - June 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance, Investment Management
Hobart and William Smith Colleges
BA, Economics
Brianne Weymouth, CAIA's Callan Associates Experience July 2011 - Present
Job Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates July 2011 - Present
PNC Capital Advisors, LLC November 2007 - July 2011
Richards & Tierney, Inc. February 2005 - November 2007
Marquette Associates April 2003 - February 2005
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Economics, Strategic Management
WU Wien 2010 — 2010
International Business
Ohio University 1997 — 2002
BA, Economics
Callan Associates July 2011 - Present
PNC Capital Advisors, LLC November 2007 - July 2011
Richards & Tierney, Inc. February 2005 - November 2007
Marquette Associates April 2003 - February 2005
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Economics, Strategic Management
WU Wien 2010 — 2010
International Business
Ohio University 1997 — 2002
BA, Economics
Lauren Sertich's Callan Associates Experience October 2010 - Present
Job Vice PresidentReal Assets at Callan Associates
Industry Investment Management
Experience
Callan Associates October 2010 - Present
Callan Associates October 2008 - October 2010
Cowen and Company November 2006 - October 2008
Covington & Burling March 2005 - November 2006
Education
Dartmouth College 2000 — 2004
BA, Environmental Studies
Callan Associates October 2010 - Present
Callan Associates October 2008 - October 2010
Cowen and Company November 2006 - October 2008
Covington & Burling March 2005 - November 2006
Education
Dartmouth College 2000 — 2004
BA, Environmental Studies
Monica Axelrode's Callan Associates Experience 1995 - 1998
Job Independent Contractor
Industry Financial Services
Experience
Wilson Financial Consulting 2011 - 2013
SCM Advisors LLC 1999 - 2004
R.V. Kuhns & Associates 1998 - 1999
Callan Associates 1995 - 1998
Skills
Client Service Oriented, Marketing, Project Management, Financial Analysis, Financial Reporting, Accounting, Mutual Funds, Bookkeeping, QuickBooks, Payroll, Investments, Portfolio Management, Finance
Education
University of California, Santa Barbara 1988 — 1992
BA, Business/Economics
Wilson Financial Consulting 2011 - 2013
SCM Advisors LLC 1999 - 2004
R.V. Kuhns & Associates 1998 - 1999
Callan Associates 1995 - 1998
Skills
Client Service Oriented, Marketing, Project Management, Financial Analysis, Financial Reporting, Accounting, Mutual Funds, Bookkeeping, QuickBooks, Payroll, Investments, Portfolio Management, Finance
Education
University of California, Santa Barbara 1988 — 1992
BA, Business/Economics
Roy Birchard's Callan Associates Experience August 1995 - Present
Job Administrative Assistant at Callan Associates
Industry Investment Management
Experience
Callan Associates August 1995 - Present
Skills
Non-profits, PowerPoint, Microsoft Office, Research, Public Speaking, Microsoft Word, Microsoft Excel, Editing, Event Planning, Financial Analysis, Event Management, Marketing, Strategic Planning, Team Building, Fundraising
Education
Berea College 1961 — 1965
Bachelor of Arts, English
Shoreham High School 1957 — 1961
Callan Associates August 1995 - Present
Skills
Non-profits, PowerPoint, Microsoft Office, Research, Public Speaking, Microsoft Word, Microsoft Excel, Editing, Event Planning, Financial Analysis, Event Management, Marketing, Strategic Planning, Team Building, Fundraising
Education
Berea College 1961 — 1965
Bachelor of Arts, English
Shoreham High School 1957 — 1961
Munir Iman's Callan Associates Experience July 2011 - Present
Job Analyst at Callan Associates
Industry Financial Services
Experience
Callan Associates July 2011 - Present
CONCERT Global Group Ltd. January 2011 - July 2011
SCU Malley Fitness Center September 2008 - September 2010
Amor Ministries International November 2007 - November 2009
Skills
Analysis
Education
Bellarmine College Preparatory 2002 — 2006
Diploma
Santa Clara University
Bachelor of Science in Commerce, Finance
Callan Associates July 2011 - Present
CONCERT Global Group Ltd. January 2011 - July 2011
SCU Malley Fitness Center September 2008 - September 2010
Amor Ministries International November 2007 - November 2009
Skills
Analysis
Education
Bellarmine College Preparatory 2002 — 2006
Diploma
Santa Clara University
Bachelor of Science in Commerce, Finance
Tia Chin-Foote's Callan Associates Experience January 2011 - Present
Job Independent Specialist
Industry Retail
Tom Ferrara's Callan Associates Experience June 1997 - August 2002
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2014 - Present
Merrill Lynch January 2014 - June 2014
Lord Abbett March 2006 - February 2013
MacKay Shields October 2002 - February 2006
Callan Associates June 1997 - August 2002
Skills
Asset Management, Hedge Funds, Trading Systems, Equities, Series 7, Securities, Mutual Funds, Risk Management, Alternative Investments, Derivatives, Fixed Income, Capital Markets, Electronic Trading, Options, Investments, Investment Management, Portfolio Management, Trading, Asset Allocation, Bonds
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Lehigh University 1986 — 1990
B.S., Accounting
TIAA-CREF August 2014 - Present
Merrill Lynch January 2014 - June 2014
Lord Abbett March 2006 - February 2013
MacKay Shields October 2002 - February 2006
Callan Associates June 1997 - August 2002
Skills
Asset Management, Hedge Funds, Trading Systems, Equities, Series 7, Securities, Mutual Funds, Risk Management, Alternative Investments, Derivatives, Fixed Income, Capital Markets, Electronic Trading, Options, Investments, Investment Management, Portfolio Management, Trading, Asset Allocation, Bonds
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Lehigh University 1986 — 1990
B.S., Accounting
patrick lytle's Callan Associates Experience December 2007 - September 2009
Job Assistant Commodities Manager at M J Borelli & Co.
Industry Food & Beverages
Experience
M J Borelli & Co. December 2012 - Present
Paula LeDuc October 2012 - December 2012
Facebook October 2011 - October 2012
Callan Associates December 2007 - September 2009
Univar April 2006 - November 2007
Skills
Microsoft Office, Bloomberg, Microsoft Excel
Education
Loyola University of Chicago 2002 — 2005
Bachelor of Business Administration, Economics
Lewiston porter Highschool 1998 — 2002
M J Borelli & Co. December 2012 - Present
Paula LeDuc October 2012 - December 2012
Facebook October 2011 - October 2012
Callan Associates December 2007 - September 2009
Univar April 2006 - November 2007
Skills
Microsoft Office, Bloomberg, Microsoft Excel
Education
Loyola University of Chicago 2002 — 2005
Bachelor of Business Administration, Economics
Lewiston porter Highschool 1998 — 2002
Debra Dollar's Callan Associates Experience 1976 - 1978
Job Retired City Administrator
Industry Government Administration
Experience
City of Mesa September 2000 - July 2008
City of Scottsdale 1980 - 2000
Simula Inc. 1979 - 1980
Callan Associates 1976 - 1978
Arizona State University 1973 - 1975
Skills
Government
Education
Arizona State University 1971 — 1975
Bachelor’s Degree, Environmental Design
City of Mesa September 2000 - July 2008
City of Scottsdale 1980 - 2000
Simula Inc. 1979 - 1980
Callan Associates 1976 - 1978
Arizona State University 1973 - 1975
Skills
Government
Education
Arizona State University 1971 — 1975
Bachelor’s Degree, Environmental Design
Christine Chao's Callan Associates Experience May 2008 - Present
Job Assistant Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates May 2008 - Present
Callan Associates June 2006 - May 2008
Callan Associates March 2004 - June 2006
Callan Associates June 2002 - March 2004
Education
University of California, Berkeley
Callan Associates May 2008 - Present
Callan Associates June 2006 - May 2008
Callan Associates March 2004 - June 2006
Callan Associates June 2002 - March 2004
Education
University of California, Berkeley
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY