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. 


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Consulting

Investment Management

Callan

Greg Allen

Jim Callahan

Ivan Butch Cliff

Shalaka Kachare

Inga Sweet

Denise Steele

Research and Consulting

Leadership Team

Research Team

Teams at Callan

Research and Consulting

Leadership Team

Research Team