Callan
Evan Williams, CFA, MBA, CAIA, currently serves as Vice President of Fund Sponsor Consulting at Callan, a position held since September 2023. Prior experience includes Associate Consultant at Prime Buchholz LLC from July 2015 to July 2023, Corporate Finance Analyst at the University of New Hampshire from October 2014 to April 2015, and Client Research Associate at Nvest Financial Group, LLC from September 2012 to July 2014. Evan Williams holds a Master of Business Administration (MBA) from the University of New Hampshire and multiple bachelor's degrees in Finance and Entrepreneurship from UNH Peter T. Paul College of Business and Economics, completed in 2013.
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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.