Callan
Sean Lee, CFA, has served as an Investment Consultant at Callan since February 2005, where responsibilities include advising clients on hedge fund allocations and performing due diligence in manager selection. Prior experience includes roles as a Senior Analyst, Trader/Member at Bright Trading, and Trader/Para-Planner/Fund Analyst at California Financial Advisors. Sean Lee began a professional journey in finance as a Trading Representative at Round Hill Securities, Inc. Educational qualifications include a Master of Science in Business Administration with an emphasis on Management Information Systems from San Francisco State University and a Bachelor of Arts in Economics from the University of California, Davis.
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.