Callan
Kimberly Weiss is an Analyst at Callan since August 2023, focusing on the calculation of investment returns and portfolio analysis for institutional investors. Prior experience includes a Marketing Internship at MVMT, where contract negotiations with content creators were a key responsibility, and serving as a Fanimal Ambassador to promote a ticketing platform among California students. Leadership skills were demonstrated as President of the UCLA Women's Club Volleyball team, coordinating practices and logistics. Additional experience includes a summer internship at Kayne Anderson Rudnick, where Kimberly worked on investment and wealth management tasks and presented an ESG project, and serving as a Grader for an Economics course at UCLA, enhancing analytical abilities. Kimberly holds a Bachelor of Arts in Business Economics from UCLA and is an alumna of the Aaron Price Fellows Program.
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.