Callan Associates Revenue and Competitors

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Callan Associates's estimated annual revenue is currently $50.5M per year.(i)
  • Callan Associates's estimated revenue per employee is $162,500

Employee Data

  • Callan Associates has 311 Employees.(i)
  • Callan Associates grew their employee count by 6% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1770.7M952516%$2.3BN/A
#2
$21.6M151-3%N/AN/A
#3
$5.2M5014%N/AN/A
#4
$5920M62920%$552.3MN/A
#5
$1M13-41%N/AN/A
#6
$6.4M558%N/AN/A
#7
$1.6M25-44%$44MN/A
#8
$1.4M210%$4.7MN/A
#9
$2.5M28-10%N/AN/A
#10
$3.5M34-6%N/AN/A
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Founded in 1973, Callan Associates Inc. is one of the largest independently owned investment consulting firms in the country. Headquartered in San Francisco, the firm provides research, education, decision support, and advice to a broad array of institutional investors through five distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group, The Callan Investments Institute, and the Trust Advisory Group. Callan employs more than 165 people and maintains four regional offices located in Denver, Chicago, Atlanta, and Florham Park, N.J.

keywords:N/A

N/A

Total Funding

311

Number of Employees

$50.5M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Callan Associates's People

NameTitleEmail/Phone
1
AVP, Process Development TeamReveal Email/Phone
2
SVP, Private Equity ConsultingReveal Email/Phone
3
SVP - Real Assets ConsultingReveal Email/Phone
4
SVP and Co-Manager, Real AssetsReveal Email/Phone
5
SVPReveal Email/Phone
6
SVP, Defined Contribution PracticeReveal Email/Phone
7
AVP - Client Report ServicesReveal Email/Phone
8
AVPReveal Email/Phone
9
presidentReveal Email/Phone
10
SVPReveal Email/Phone

Callan Associates News

2022-04-17 - Judges Named for UW's John P. Ellbogen $50K ...

Early in her career, she founded the institutional real estate consulting practice for Callan Associates, one of the largest independently...

2022-04-13 - Michael J. O'Leary Jr. Obituary (1945 - 2022) Longmont Times ...

Ultimately, Mike became a consultant with Callan Associates where his reputation as a trusted advisor to institutional investors and pension...

2022-03-22 - Work begins on Foster + Partners' $250 million revamp of the ...

(When the Pelli Clarke Pelli Associates-designed Salesforce Tower was ... include Northwestern Mutual, Callan Associates, and Thoma Bravo.

2021-04-13 - Callan Announces Two Alternatives Consulting Group Hires: David Smith and Jonathan Farr

SAN FRANCISCO, April 13, 2021 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced the additions of David Smith, CFA, CTP, and Jonathan Farr, CFA, in the firm's Alternatives Consulting group. Mr. Smith, who joined Callan on April 5, is based out of the firm's S ...

2021-04-13 - Callan Announces Two Alternatives Consulting Group Hires: David Smith and Jonathan Farr

SAN FRANCISCO, April 13, 2021 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced the additions of David Smith, CFA, CTP, and Jonathan Farr, CFA, in the firm's Alternatives Consulting group. Mr. Smith, who joined Callan on April 5, is based out of the firm's Sum ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$56.6M3123%N/A
#2
$54.6M3127%N/A
#3
$107.3M3130%$143.1M
#4
$97.4M31335%$130M
#5
$62.8M314-2%N/A

Callan Associates Executives


NameTitle
Greg AllenCEO and Chief Research Officer
Inga SweetCOO & EVP
Denise SteeleCTO
Ann deluceEVP, Chief Compliance Officer
Shalaka KachareChief Financial Officer
James Callahanpresident
Inga SweetCOO & EVP
Ann deluceEVP, Chief Compliance Officer
Paola JuarezVice President
Rosanna SangalangSenior VP, Compliance & HR
Stacy ChangVice President
Trevor BoultAssistant Vice President
Douglas GrochowskiVice President
Eric JorgensenAssistant Vice President
Tom ShinglerSenior VP
Lisa PickelsimerAssistant Vice President
Alexander BrowningVice President
Gregory DeforrestSenior Vice President
Jason EllementVice President
Barbara BernardSenior VP
Amit BansalVice President
Anne HeaphyVice President
Selvi CobanogluAssistant Vice President, Process Development Team
David SmithSVP, Private Equity Consulting
Jonathan GouldSenior Vice President - Real Assets Consulting
Sally HaskinsSenior Vice President and Co-Manager, Real Assets
Mark KinoshitaSenior Vice President
Jamie McAllisterSenior Vice President, Defined Contribution Practice
Jessica RansdallAssistant Vice President - Client Report Services
Claudia BartekAssistant Vice President
Karen HeifferonSenior Vice President
Rod BareSenior Vice President
Alex FordVice President
David ZeeSenior Vice President, Global Manager Research
Jonathan FarrVice President, Private Market Consulting
Ryan CunninghamSenior Vice President, Fund Sponsor Consulting
Joe McGuaneSenior Vice President, Alternatives Consulting
Kevin JoySenior Vice President
Karen BryantVice President
Doug GrochowskiVice President
Nicole SilvaSenior Vice President and Manager of Published Research
Connie LeeInvestment Consultant, Senior Vice President
Kyle FeketeAssistant Vice President
Karen HarrisSenior Vice President, Capital Markets Research
Kristin BradburySenior Vice President
Mark AndersenSVP & Manager, Trust Advisory Group
Brianne WeymouthVice President
James Van HeuitSenior Vice President
Britt MurdochVice President, Investment Consultant
Susan KernVice President
Claire TelleenSenior Vice President
Ivan CliffEVP, Director of Research
Paul McGurkVice President
Nicole TorkelsenSenior Vice President
Tim PollardSenior Vice President
Michael JoeckenSenior Vice President
Millie ViqueiraSenior Vice President, Plan Sponsor Consulting
Kevin MachizVice President
Gary ChangVice President, Capital Markets Research Group
Mark WoodSenior Vice President
Paul ErlendsonSenior Vice President
Perry JurowxVice President
Robert NagelAssistant Vice President
Matthew LosterVice President- Measurement Development
Nona PhillipsAssistant Vice President
Adam LozinskiAssistant Vice President
Corey SchierSenior Vice President
Aspen MindenAssistant Vice President, Corporate Events
Connor FoyAssistant Vice President
Julia MoriartySenior Vice President and Co-Manager of Capital Markets Research
Gordon WeightmanSenior Vice President
Anne MaloneySenior Vice President
David MillerAssistant Vice President/Analyst
Munir ImanReal Assets Consultant - Vice President
Ashley DeLuceVice President, Private Equity Consulting
Ray CombsVice President
Kathleen MascarenhasAssistant Vice President
Adam MillsVice President - Software Developer
Nathan WongVice President
Patrick WisdomAssistant Vice President, Associate Consultant
Christopher ParkVice President
Elizabeth AnathanSVP, Marketing & Corporate Communications Manager
Brad PenterAssistant Vice President
Laura MiglioriAVP, Marketing & Communications
Sam MartinAssistant Vice President
Michael StellatoSenior Vice President, Fund Sponsor Consultant
Lauren MathiasSenior Vice President
Jana SteeleSenior Vice President
Weston LewisSenior Vice President
Álvaro VegaVice President
Bo AbesamisExecutive Vice President
Alex HoyVice President
Sara H.Senior Vice President
Stephen TrousdaleVice President
Paola JuarezVice President, Fund Sponsor Consulting
Matthew LosterSenior Vice President and Manager
James VenerusoSenior Vice President
Fanglue ZhouVice President, Independent Adviser Group (IAG)
Ric FordSenior Vice President - Capital Markets Research Group
Pete KeliuotisExecutive Vice President & Head of Alternatives Consulting
Greg UngermanSVP
Lauren SertichSenior Vice President-Real Assets Consulting
Bernie BazileVice President, Real Assets Consulting
Jeffrey SalyerAssistant Vice President, Investment Consulting
Joan DorowSenior Vice President
Todd CarabasiSenior Vice President
Janet Becker-WoldSenior Vice President & Manager
Brad PenterAssistant Vice President
Sheila O'HalloranVice President, Trust Advisory Group
Britt MurdochVice President, Investment Consultant
Ryan HornAssistant Vice President
Ashley KahnVice President, Private Equity Consulting
Ashley KahnVice President, Private Equity Consulting