Callan
Weston Lewis, CFA, CAIA, is a seasoned finance professional with extensive experience in fund sponsor consulting. Since August 2008, Weston has served as Senior Vice President at Callan, previously holding the position of Vice President. Prior to this role, Weston was a Senior Investment Analyst at Montford Associates from May 2004 to August 2008, where responsibilities included manager searches, due diligence, investment strategy development, performance analysis, and special research projects. Earlier career experience includes a Financial Representative position at Washington Mutual and a Banquets Beverage Captain role at The Ritz-Carlton. Weston holds a B.A. in Economics from Wake Forest University, earned between 1995 and 1999.
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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.