Callan Associates Employee Directory

Callan Associates corporate office is located in 600 Montgomery St Ste 800, San Francisco, California, 94111, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Finance

50

Operations

40

C-Suite

11

Human Resources

9

Marketing

5

Sales

3

Engineering & Technical

3

Callan Associates CEO

Gregory Allen, Chief Executive Officer & Chief Research Officer at Callan Associates
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Gregory AllenChief Executive Officer & Chief Research Officer
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Key Employees of Callan Associates

  • Inga Sweet, Chief Operating Officer at Callan Associates
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    Inga Sweet

    Chief Operating Officer

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  • DS
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    Denise Steele

    Chief Technology Officer

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  • Susan Taylor, Senior Vice President & Chief Financial Officer at Callan Associates
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    Susan Taylor

    Senior Vice President & Chief Financial Officer

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  • PhonePhoneEmailEmail

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Callan Associates Global Presence

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North America51-200
Europe1-10
Australia1-10

Index of contact profiles from Callan Associates

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Former Employees at Callan Associates

Explore people who held key positions, contributed to Callan Associates's success, and advanced their careers.

BC

Brett Cornwell

Co- of Client Portfoli... at Voya Financial

Worked as Senior Vice President

at Callan Associates (2010-2017)

email Brett Cornwell Email direct Brett Cornwell Direct
HD

Holly Davenport

Academic Programs Admi... at Auburn University

Worked as Website Design and Social Media Intern

at Callan Associates

email Holly Davenport Email direct Holly Davenport Direct
KS

Kevin Schmidt

Executive Director, In... at JP Morgan

Worked as Senior Vice President, Fund Sponsor Consultant

at Callan Associates

email Kevin Schmidt Email direct Kevin Schmidt Direct
GB
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Portfolio Manager at Edward Jones

Worked as Investment Consulting Analyst

at Callan Associates (2018-2021)

email Grace Bachman Email direct Grace Bachman Direct
JU
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Associate at HPS Investment Partner...

Worked as Investment Analyst

at Callan Associates (2020-2023)

email Jared Ungar Email direct Jared Ungar Direct
KN
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Director, Investments at Harrison Street Privat...

Worked as Assistant Vice President

at Callan Associates (2016-2019)

Flame icon indicating likelihood to engage via phone.email Kevin Nagy Email Flame icon indicating likelihood to engage via email.direct Kevin Nagy Direct

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Frequently Asked Questions Regarding Callan Associates Employees

How many employees does Callan Associates have?
Callan Associates has 51-200 employees Who is the CEO of Callan Associates?
Callan Associates’s CEO is Gregory Allen Who is the CFO of Callan Associates?
Callan Associates’s CFO is Susan Taylor Who are Callan Associates key employees?
Some of Callan Associates key employees are Inga Sweet, Denise Steele, Susan Taylor Where is Callan Associates located?
Callan Associates’s headquarters are located at 600 Montgomery St Ste 800, San Francisco, California, 94111, United States How do I contact Callan Associates?
Callan Associates Contact Info: Website: www.callan.com What does Callan Associates do?

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor assets, which makes it among the la... rgest 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.Read More

 Is Callan Associates a public company?
Callan Associates is private company therefore does not currently have an official ticker symbol
See more information about Callan Associates Employees

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