Callan
Alex Nelson is a Performance Analyst at Callan, a position held since October 2023, with responsibilities including the preparation of investment performance and portfolio characteristics for institutional clients. Prior experience includes an Investment Analyst Intern role at Wyoming Retirement System from June 2022 to September 2023, focusing on investment analysis, manager selection, and performance measurement across various asset classes. Alex also interned at the University of Wyoming as a Finance Intern, where duties involved processing expense reports and assisting in budget creation for multiple departments. Additionally, experience as a Financial Affairs Support Team Intern provided accounting support during staffing shortages and project-based assistance. Alex holds a Bachelor of Science degree in Finance from the University of Wyoming, completed in 2023.
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Callan
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. Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, Twitter, or Facebook pages. Callan is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or other materials from followers or third parties. Any comments posted by LinkedIn or Twitter users are those of the persons submitting them and do not represent Callan. If Callan interacts with other social media content (e.g., by "liking" or “retweeting” information, sharing links, etc.), it is not an endorsement of the individual or organization.