Callan
Lauren Mathias, CFA, has extensive experience in the financial sector, currently serving as Senior Vice President and Head of Diversity, Equity and Belonging at Callan since October 2004, with responsibilities in Global Manager Research. Prior to this role, Lauren Mathias held various positions at Callan, including Senior Vice President and Vice President. Earlier professional experience includes a role as an Analyst and Assistant at William Henry Crew, III Wealth Management from 2003 to 2004. Lauren Mathias earned a Bachelor of Science in Finance and Accounting from California Polytechnic State University-San Luis Obispo, completing the degree from 2000 to 2004.
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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.