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This profile was last updated on 7/14/14  and contains information from public web pages and contributions from the ZoomInfo community.

Kevin M. Dolsen CFA

Wrong Kevin M. Dolsen CFA?

Senior Vice President and Manager

Local Address: Chicago, Illinois, United States
Callan Associates Inc.
101 California Street Suite 3500
San Francisco, California 94111
United States

Company Description: Founded in 1973, Callan Associates Inc. is one of the largest independently owned investment consulting firms in the country.
Background

Employment History

  • Senior Vice President
    Callan Associates Inc.
  • Chief Executive Officer
    CastleArk Management LLC
  • Senior Vice President and Manager
    Callan's Chicago Fund
  • Senior Vice President and Manager of Sponsor Consulting Office
    Callan's Chicago Fund
  • Senior Vice President and Manager
    Fund Sponsor Consulting Group

Board Memberships and Affiliations

Education

  • BA , History
    The University of Dayton
  • MBA , Finance and Strategy
    Northwestern's Kellogg School of Management
  • B.A. , History
    The University of Dayton
10 Total References
Web References
Callan Associates | People | Fund Sponsor Consulting
www.callan.com, 2 Mar 2014 [cached]
Kevin Dolsen, Senior Vice President
...
Kevin Dolsen, Senior Vice President
Kevin M. Dolsen, CFA, is a Senior Vice President and Manager of Callan's Chicago Fund Sponsor Consulting office. He is a member of Callan's Management, Manager Search and Alternatives Committees and is a shareholder of the firm.
In addition to managing the Chicago fund sponsor office, Kevin works with foundation, defined benefit and defined contribution clients in the public and corporate sectors. He advises them on the development of strategic investment solutions in the areas of asset allocation and policy statements, manager research and selection and performance evaluation. Kevin spent two years in Callan's Global Manager Research group, where he was responsible for research and analysis of domestic equity investment managers and manager searches. Prior to that, he spent five years in Callan's Chicago Fund Sponsor Consulting group, working with a wide variety of clients. He joined Callan in 1999.
Kevin earned a BA in History with a minor in Finance from The University of Dayton. He received his MBA in Finance and Strategy at Northwestern's Kellogg School of Management in 2004. Kevin earned the right to use the Chartered Financial Analyst designation.
The CastleArk Team | Biographies
www.castleark.com, 4 July 2014 [cached]
Kevin M. Dolsen, Chief Executive Officer
Callan Associates | People
www.callan.com, 2 Mar 2014 [cached]
Kevin Dolsen, Senior Vice President
Callan Associates | News Releases Archives
www.callan.com [cached]
Profile: Kevin Dolsen, Callan Associates Nonprofit News, June 2009
Kevin M. Dolsen, ...
www.callan.com, 25 Aug 2008 [cached]
Kevin M. Dolsen, CFA
...
Kevin M. Dolsen, CFA
Kevin is a Senior Vice President and Manager of Callan's Chicago Fund Sponsor Consulting office.He is a member of Callan's Management Committee and is a shareholder of the firm.
In addition to managing the Chicago fund sponsor office, Kevin works with defined benefit and defined contribution clients in the public and corporate sectors.He advises them on the development of strategic investment solutions in the areas of asset allocation and policy statements, manager research and selection and performance evaluation.
Kevin most recently spent two years in Callan's Global Manager Research Group, were he was responsible for research and analysis of domestic equity investment managers and manager searches.Prior to that, he spent five years in Callan's Chicago Plan Sponsor Consulting Group, working with a wide variety of clients.He joined Callan Associates in 1999.
Kevin earned a B.A. in History with a minor in Finance from The University of Dayton.He received his MBA in Finance and Strategy at Northwestern's Kellogg School of Management in 2004.Kevin earned the right to use the Chartered Financial Analyst designation.
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