Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. 

Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. 


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Consulting

Investment Management

Callan

Greg Allen

Jim Callahan

Ivan Butch Cliff

Shalaka Kachare

Inga Sweet

Denise Steele

The Research Team at Callan is responsible for conducting in-depth analysis and providing insights across various asset classes to support the firm's investment consulting services. Comprising experts in capital markets, private markets, fixed income, and real assets, the team develops proprietary research and data to inform client portfolios. Their work enables Callan to deliver customized investment solutions and maintain its position as a leader in institutional investment consulting.

Research Team

Research and Consulting

Leadership Team

Research Team

About

Team members

Other teams at Callan

Research and Consulting

Leadership Team