Callan Associates

Company Profile

Industry:Investor, Investors, Nec, Nonclassifiable Establishments

Who has worked at Callan Associates

	Position at Callan Associates	Previous job position
Aditi Chadha	Investment Analyst: Performance MeasurementSince Oct 2009	Private Client Wealth Management firmConsultant: Ran special projects for the Portfolio Manager Feb 2009 - Sep 2009
Aleksey Yefremov	Investment AnalystSince Jan 2008
Andy Iseri	Investment Consultant - Vice PresidentSince Oct 2006	CalSTRSInvestment Officer Feb 1995 - Oct 2006
Anne Maloney	Senior Vice President Senior Vice President2007 - 2010	Marco Consulting GroupSenior Vice President 2002 - 2006
Birchard Roy	Secretary
Brett Cornwell, Cfa	Investment ConsultantSince Aug 2010	Wetherby Asset ManagementResearch Analyst Since Jul 2001
Brian Kmetz	Assistant Vice President; Hedge Fund ResearchSince Sep 2011
Bryan Summers	Assistant Vice PresidentSince Dec 2009	UDRTax Analyst Jul 2009 - Nov 2009
Callan Ed	Founder Emeritus
Cassie Lue	Performance AnalystSince Oct 2011	EquilarResearch Analyst Aug 2011 - Oct 2011
Charles Howard	AnalystSince Nov 2012	Fresh Healthy VendingFranchisee May 2011 - May 2013
Claire Telleen	Assistant Vice PresidentSince Sep 2011 Senior Performance AnalystMar 2011 - Sep 2011 AnalystOct 2008 - Mar 2011	Risk Management SolutionsEmerging Risk Models Summer Intern May 2007 - Aug 2007
Dana Brown	Senior Vice PresidentSince Jul 2012	The Newport GroupVice President, Investment Consulting Nov 2008 - Jul 2012
Eugene Podkaminer, Cfa	Vice President, Capital Markets Research GroupSince Nov 2010	Alan D. Biller & AssociatesSenior Investment Consultant Jul 2009 - Aug 2010
Gordon Dickinson	Senior Vice PresidentSince Jun 1987
Gordon Weightman	Vice PresidentSince Aug 2006
Haichi Chen	Assistant Vice PresidentSince Jan 2013 Sr. Pension AnalystSince Dec 2012	Callan AssociatesSr. Pension Analyst Since Dec 2012
Harrison Richardson	Performance AnalystSince 2010	Bingham, Osborn & Scarborough LLCPortfolio Administrator 2007 - 2009
Helen Padua	Portfolio Analyst
James O'connor	Assistant Vice PresidentSince Jul 2010
James Van Heuit	Senior Vice President Senior Vice President1989 - 2009	Watson Wyatt Investment ConsultingConsultant 2000 - 2001
James Van Heuit	Senior Vice President Senior Vice President1989 - 2009	Watson Wyatt Investment ConsultingConsultant 2000 - 2001
Jamie Mcallister	Vice President, Defined Contribution PracticeSince Jul 2011
Jessica Ransdall	Non-US Equity ConsultantSince Apr 2012 Operations Manager - GMR Analyst GroupOct 2008 - Apr 2012 Investment Analyst2006 - 2008
Jim Mckee	Director, Hedge Fund ResearchSince Nov 1989	Pacific Stock ExchangeManager, Listings Department 1985 - 1989
Jj Milder	Senior Vice President - Trust Advisory GroupSince Feb 2010
John Krimmel	Senior Vice President
Julia Moriarty	Vice President, Capital Markets Research
Karen Harris	Senior Vice President, Capital Markets ResearchSince May 2000	Watson Wyatt WorldwideActuarial Analyst Jun 1996 - Feb 2000
Karen Witham	Editor/WriterSince Mar 2013	BlackRockWriter/Editor, Institutional Marketing Nov 2010 - Mar 2013
Kathleen Cunnie	Vice PresidentSince Sep 1996
Kathleen O'donnell	Executive AssistantSince Sep 2011	Grenzebach Glier & AssociatesExecutive Assistant to President, CEO Jan 2010 - Sep 2010
Kathleen Smith	Assistant Vice President; Finance and AdministrationSince Apr 2012	Wells FargoContractor; Corporate Properties Group Jul 2011 - Mar 2012
Kevin Dolsen	Senior Vice PresidentSince May 1999
Kyle Fekete	AnalystSince Apr 2011	Capital OneRetail Banking Associate Nov 2010 - Apr 2011
Lauren Mathias	Vice PresidentSince Oct 2004	William Henry Crew, III Wealth ManagementAssistant 2003 - 2004
Lauren Sertich	Assistant Vice President-Real Assets ConsultingSince Oct 2010 Performance AnalystOct 2008 - Oct 2010	Cowen and CompanyEquity Research Assistant Nov 2006 - Oct 2008
Lisa Peterson	Exec. Asst	Dryden, Margoes, Schimaneck, Hartman & KellyParalegal 1983 - 1997
Lori Lucas	DC Practice Leader
Maria Fortuno	Executive Assistant
Maria Wofford	Office Manager
Mark Andersen	Vice President
Mark Kinoshita	Vice PresidentSince Oct 2012	Comerica BankVP - Institutional Trust Sales 2006 - 2012
Matt Lai	AnalystSince Aug 2011
Matthew Shirilla	Senior Vice PresidentSince Jul 2012 Vice PresidentJun 2007 - Jun 2012	Stratford Advisory GroupConsultant Feb 2004 - Jun 2007
Michael Joecken	Vice PresidentSince Jun 2000
Mike Swinney	Investment ConsultantSince Aug 2011	Hewitt EnnisKnuppInvestment Consultant Feb 2005 - Aug 2011
Millie Viqueira	Senior Vice President, Plan Sponsor Consulting
Minerva Eshabarr	Project ManagerSince Jan 2001
Ms. Wofford	Office Manager
Nicole Silva	Financial Graphic DesignerSince Oct 2011	San Luis Print and CopyGraphic Designer Apr 2006 - Jul 2011
Perry Jurow	x
Peterson Lisa	Exec Asst
Philippe Bouet	Investment AnalystSince May 2012 InternFeb 2012 - May 2012	University of BristolResearch Assistant Oct 2010 - Dec 2010
Raman Watson	Office ManagerSince Sep 2008	Hart HowertonProduction/Office Manager Jul 2003 - Aug 2008
Ross O'rourke	AnalystSince Mar 2012	Dividend CapitalOperations Associate Mar 2010 - May 2012
Ryan Ball	Vice President & ConsultantSince 2009	Wamberg Asset ManagementManaging Director 2007 - 2008
Sally Haskins	Senior Vice President, Real AssetsSince 2010	ING ClarionDirector 2007 - 2010
Sarah Snyder	Investment Consultant
Selvi Cobanoglu	Assistant Vice President, Independent Adviser GroupSince Jul 2011
Susan Glasgow	ControllerSince Aug 1990	DeloitteAuditor Jan 1984 - Jul 1990
Tim Pollard	Senior Vice PresidentSince Jan 2001	Sutro & CompanyAsst. VP Jun 1997 - Jan 2001
William Howard	Senior Vice PresidentSince Feb 2001	Pritchard Investment ManagementResearch Analyst Nov 1998 - Apr 2000

Former Employees

	Position at Callan Associates	Next job position
Aaron Jones	AnalystOct 1996 - Aug 1998	Morrison & Foerster, LLPAssociate Since Jan 2010
Allen Jones	Investment Database Analyst2000 - 2004
Angela Velardi	Administrative AssistantOct 1999 - Dec 2001	CIS Management, Inc.Site Manager Since Oct 2012
Anne Coupe	Vice President, Consultant1996 - 2003	UBS Global Asset ManagementManaging Director, Head of Consultant Relations US Since Dec 2010
Antonio Duarte	Vice President, Defined Contribution Consultant2008 - 2011	Retirement Plan Services IndustryIndependent Consultant Since 2011
Ashley Deluce	Administrative AssistantJun 2007 - 2008
Bill Brady	Programmer1989 - 1991	OutSystemsSr. Sales Engineer Since Nov 2012
Bonnie Peterson	Audit SupervisorApr 1985 - Sep 1989	The New York TimesOffice Administration & Sales Assistant Since 1997
Brian Brostek	Investment AnalystJun 2002 - Apr 2003	Acadian Asset ManagementSenior Communications Associate Since Aug 2006
Britton Burdette	Consulting Associate2003 - 2006	Stan Johnson CompanyAssociate Director Since Feb 2012
Carol Allen	Quantatative Consultant1990 - 1994	High Star FarmFounder and Manager Since Jan 2010
Carolyn Smith	Vice President1987 - 1994	NEPC, LLCPartner Since 2006
Chae Hong	Vice PresidentSep 2006 - Jun 2008	Hewitt Ennis KnuppAssociate Partner Since Apr 2010
Chris Shen	Performance Analyst2008 - 2010	Toyota Financial ServicesSenior Financial Analyst- Treasury Risk & Analytics Since 2012
Christiana Wingenroth	AnalystMay 1997 - Nov 1998	AccentureSenior Consultant Since 1998
Claire (Holmes) Hicks	Associate ConsultantSep 2003 - Apr 2004	Birdi and AssociatesSystems Analyst Since Mar 2009
Crystal Kwok	Senior AnalystJul 1994 - Jul 1996
David Malecek	Senior Vice President1994 - 2000	Retired / Angel InvestorRetired / Angel Investor Since 2011
David Robinow	Consulting CoordinatorJun 1996 - Sep 1998	Aston Asset ManagementPartner Since Dec 2006
Diana Greenstone	Vice President2002 - Aug 2009	Mercer InvestmentsPrincipal Since Aug 2009
Donna Mchugh	Executive Assistant/Client Services AssociateJan 2001 - Jun 2003	Acorn FinancialExecutive Assistant Since Jan 2008
Duncan Reece	Analyst2000 - 2002	Iora HealthSenior Director, Practice Operations Since Nov 2012
Eileen Flores	Assistant to ControllerSep 2006 - Jan 2008	ApexChatOperations Director Since Jan 2011
Evelyn Smyth	Senior Investment Analyst2004 - 2007	ClearBridge AdvisorsVice President, Institutional Sales Associate Since Aug 2011
Ezra Berman	Assistant Vice PresidentOct 2003 - Aug 2009	The Corner StoreOwner Since Feb 2012
George Varino	Vice President1997 - 2001	Lazard Asset ManagementManaging Director Since 2010
Gerry Jason Lovett	Assistant to Executive Vice PresidentJan 1999 - Nov 1999
Gordon Friedman	Institutional Investment ConsultantJan 1989 - Jan 1993	Guarantee MortgageMortgage Advisor Since Jul 2002
Grant Wells	Junior AnalystOct 2009 - Oct 2010 Analyst2009 - 2010	Boston Reed LearningNational Program Manager Since Jun 2010
Gregory River	Senior Vice PresidentDec 2003 - Feb 2006	PALADIN CONSULTING COMPANY, LLCPartner Since May 2012
Guy Annamanthodo	Associate ConsultantJan 1990 - Jan 1993 Senior Investment AnalystJan 1989 - Jan 1990 Investment AnalystJan 1986 - Jan 1990	MILLER, FLEMING & ASSOCIATESPresident & Senior Portfolio Manager Since Jan 1996
Jackie De Sanctis	International Investment Analyst, Global Manager Research1998 - 1999	Neuberger BermanSenior Vice President - West Coast Consultant Relations Since Jul 2010
Jackie De Sanctis	International Investment Analyst, Global Manager Research1998 - 1999	Neuberger BermanInstitutional Sales - West Coast Consultant Relations Since Jul 2010
Janet Becker-Wold	Senior Vice President & ManagerSince Feb 1994
Janette Stenstrom	Client Service Associate1997 - 2000	All Things CakeOwner Since 2009
Jim Stranberg	PartnerSep 1996 - Jul 2001	Stranberg Resource GroupManaging Partner \| Company Founder \| Executive Search Practitioner Since Sep 1989
John Lopez	Senior ConsultantJan 1990 - Jan 1995	FCT ConsultingPresident Since Oct 2007
Jon Deane	ControllerAug 2000 - Oct 2001	Summit Public SchoolsChief Information Officer Since Jul 2011
Jon Salstrom	Fixed Income Specialty ConsultantSep 2007 - May 2010 Associate Consultant - Institutional Consulting GroupMay 2006 - Aug 2007	J.P. Morgan Asset ManagementClient Portfolio Manager Since May 2010
Jory Lesser	Real Estate Consulting InternFeb 2010 - May 2010	AllianceBernsteinPrivate Client Associate Since Oct 2012
Julia Maloney	Research AssistantDec 2009 - Jun 2010	LA Based Women's Clothing DesignerIndependent Consultant Since Feb 2008
Katie Vogelzang	Research Performance Analyst2003 - 2005	Thermo Nalgene NuncTerritory Manager Since Jun 2006
Ken Bakar	Financial Analyst1990 - 1992	CEG WorldwideMarketing Principal Since Apr 2009
Kevin Ahlvin	Vice President, Marketing, Software1991 - 1999	FindLaw - Thomson ReutersDirector, Marketing Since May 2009
Kimberly Baker	ReceptionistOct 2006 - Oct 2010
Kristi Elliot-Heitman	Performance AnalystMar 2006 - Feb 2008	Smart DesignSenior Business Designer Since Apr 2013
Laura Tessmer, CimaãÂ®	Associate ConsultantJan 2006 - Apr 2007	Plante Moran Financial AdvisorsSr. Investment Analyst Since 2007
Lee Goldman	Investment ManagementMay 1996 - Jan 1997 Investment AnalystApr 1996 - Jan 1997	Seen Your WayFounder and CEO Since Nov 2012
Lisa Noble	ReceptionistJan 2011 - May 2011
Lynette Blankenbaker	Consulting Associate, Plan Sponsor DivisionJan 2005 - Dec 2005 Vice President, ConsultantJul 1988 - Aug 1997	Nuveen InvestmentsPortfolio Advisory Since Feb 2007
Margaret Jadallah	Vice President-Fixed Income Manager ResearchMar 1990 - Jun 1994	Bivium Capital PartnersSenior Vice President
Marie Berndt	System ManagerMar 1989 - Apr 2010	CSUEBSupervisor Specialized Technology Services Since Mar 2011
Mark Kattalia	Vice PresidentSince Jun 1993
Matt Mckenzie	Quantitative ConsultantAug 1997 - Mar 2000	PNC Capital AdvisorsSenior Relationship Manager Since Dec 2008
Mauricio Angulo	Staff AccountantSep 1994 - Mar 2000	AccountempsAccounting Clerk Since Mar 2011
Meg Flippin	Financial Performance Analyst2004 - 2006	US Department of Health and Human ServicesBudget Officer Since 2011
Mia Dennis	Vice President2000 - 2006
Michael Andeberhan	Vice President2010 - 2011	MSCI Inc.Vice President, Client Coverage Since 2011
Michael Fredericks	Investment ConsultantMay 1999 - May 2001	BlackRockHead of Retail Asset Allocation Since Apr 2011
Michael Kopchenov	Programmer1991 - 1993	ConfidentialDirector of Engineering Since 2011
Michael Kwong	Senior Analyst, Plan Sponsor ConsultingSep 2005 - Jul 2008	Dish NetworkFinance Manager, Media Sales and Analytics Since May 2013
Michael O'keeffe	Vice President1988 - 1990	Triangle Park LLCFounder Since Oct 2010
Micolyn Magee	Vice PresidentJul 1988 - Mar 1998	The Townsend GroupPrincipal Since Apr 1998
Mitch Fielding	Vice President2001 - 2006	Putnam InvestmentsInvestment Director: Global, International and Small Cap Equities Since 2011
Monica Axelrode	Investment Consultant and Analyst1995 - 1998	Wilson Financial ConsultingIndependent Contractor, Financial Accounting, Auditing, Consulting Since 2011
Morgan Deluce	InternJun 2013 - Aug 2013	PULSE SERVICE LEARNING PROGRAMCouncil Member Since Sep 2014
Nick Philbin	Associate ConsultantSep 2004 - Apr 2008	Ross Recreation EquipmentDirector of Sales & Marketing Since Apr 2012
Nicole Torkelsen	Senior Vice PresidentSince Jun 2000 Senior Vice President2000 - 2008	BlackRockDirector iShares Since 2008
P. Mackenzie Hurd, Cfa	Vice PresidentApr 2001 - Nov 2007	Capital GroupConsultant Relationship Manager Since Jul 2009
Patrick Lytle	Financial Analyst2007 - 2009	Taste Catering and Paula LeDuc CateringCook Since 2012
Paul Dooley	Research Analyst1992 - 1995
Paul Troup	EVP1989 - 2011
Peter Rice	Vice President-ConsultantMay 1984 - Aug 1987	Thiele Rice Group / Keller Williams RealtyRealtor Since Jun 2008
Regina Warren	ReceptionistApr 2011 - Sep 2012
Rick Rosenberg	Vice PresidentJan 1991 - Jan 1993	DEVELOPMENT PLANNING & FINANCING GROUP, INCPrincipal/Managing Principal Since Nov 2008
Rob Connin	Analyst1992 - 1995	Lazard Asset ManagementManaging Director Since Jul 2004
Robert Bowen	Executive VP1995 - Jan 2002	Hedge Fundboard member Since Jan 2005
Ron Zia	Vice President & PrincipalJan 1991 - Jul 2005	Perkins Investment ManagementClient Portfolio Manager Since Aug 2010
Ron Zia	Vice President & PrincipalJan 1991 - Jul 2005	Perkins Investment ManagementClient Portfolio Manager Since Aug 2010
Roy Birchard	Administrative AssistantSince Aug 1995
Ruthann Moomy	Senior Vice PresidentApr 1994 - Sep 2007
Salmon Jacob	Programmer Analyst - Network Systems AdministratorJul 1997 - Jun 2009	XtimeIntegration Systems Technician Since Mar 2011
Scott Blasingame	Investment AnalystOct 2006 - Nov 2010	FMV Opinions, Inc.Associate, Real Estate Valuation Since Apr 2012
Sean Brennan	Senior Investment Analyst1996 - 1999	Kahrs InternationalSenior Vice President of Finance and Operations Since 2006
Shirley Kranz	Senior Human Resource GeneralistJul 2005 - Apr 2011	Hawaii Island AirHuman Resources Manager Since Jun 2013
Sue Buff	analytics software engineer1990 - 1993	nonprofitsproduct mgmt. consultant, volunteer, board member Since 2005
Tammy Kotzen	RECEPTIONISTOct 2002 - Jan 2004	My LimoCHAUFFEUR Since Oct 2011
Tanya Alexander	Compliance Manager2005 - 2007	Clear CapitalCompliance Manager Since Apr 2010
Ted Kanarek	Vice President, ConsultantJun 1998 - Jul 2002	Citi Capital AdvisorsDirector, Global Head of Consultant Relations Since Jul 2011
Travis Glasgow	Accounting AssistantSince 2003	IBMFocus Team Coordinator for Centralized Technical Support Since 2011