Callan
Leah K. is an experienced finance professional currently serving as Assistant Vice President in the West Coast Investment Consulting Group at Callan since January 2023. Previously, Leah held roles including Associate Wealth Manager at Waypoint Wealth Partners, Private Wealth Management - Client Relationship Manager at Ameriprise Financial Services, Inc., and Wealth Management Associate positions at Neuberger Berman and Morgan Stanley. Additionally, Leah worked with Deutsche Bank in Wealth Management and completed a temporary contract with the Department of Employment Affairs and Social Protection. Leah K. graduated from University College Dublin 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.