Callan Associates Revenue and Competitors
Estimated Revenue & Valuation
- Callan Associates's estimated annual revenue is currently $50.5M per year.
- Callan Associates's estimated revenue per employee is $162,500
Employee Data
- Callan Associates has 311 Employees.
- Callan Associates grew their employee count by 6% last year.
Callan Associates Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $1770.7M | 9525 | 16% | $2.3B | N/A |
#2 | $21.6M | 151 | -3% | N/A | N/A |
#3 | $5.2M | 50 | 14% | N/A | N/A |
#4 | $5920M | 6292 | 0% | $552.3M | N/A |
#5 | $1M | 13 | -41% | N/A | N/A |
#6 | $6.4M | 55 | 8% | N/A | N/A |
#7 | $1.6M | 25 | -44% | $44M | N/A |
#8 | $1.4M | 21 | 0% | $4.7M | N/A |
#9 | $2.5M | 28 | -10% | N/A | N/A |
#10 | $3.5M | 34 | -6% | N/A | N/A |
What Is Callan Associates?
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/AN/A
Total Funding
311
Number of Employees
$50.5M
Revenue (est)
6%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Callan Associates's People
Name | Title | Email/Phone |
---|---|---|
1 | AVP, Process Development Team | Reveal Email/Phone |
2 | SVP, Private Equity Consulting | Reveal Email/Phone |
3 | SVP - Real Assets Consulting | Reveal Email/Phone |
4 | SVP and Co-Manager, Real Assets | Reveal Email/Phone |
5 | SVP | Reveal Email/Phone |
6 | SVP, Defined Contribution Practice | Reveal Email/Phone |
7 | AVP - Client Report Services | Reveal Email/Phone |
8 | AVP | Reveal Email/Phone |
9 | president | Reveal Email/Phone |
10 | SVP | Reveal Email/Phone |
Callan Associates News
Early in her career, she founded the institutional real estate consulting practice for Callan Associates, one of the largest independently...
Ultimately, Mike became a consultant with Callan Associates where his reputation as a trusted advisor to institutional investors and pension...
(When the Pelli Clarke Pelli Associates-designed Salesforce Tower was ... include Northwestern Mutual, Callan Associates, and Thoma Bravo.
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 ...
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 Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $56.6M | 312 | 3% | N/A |
#2 | $54.6M | 312 | 7% | N/A |
#3 | $107.3M | 313 | 0% | $143.1M |
#4 | $97.4M | 313 | 35% | $130M |
#5 | $62.8M | 314 | -2% | N/A |
Callan Associates Executives
Name | Title |
---|---|
Greg Allen | CEO and Chief Research Officer |
Inga Sweet | COO & EVP |
Denise Steele | CTO |
Ann deluce | EVP, Chief Compliance Officer |
Shalaka Kachare | Chief Financial Officer |
James Callahan | president |
Inga Sweet | COO & EVP |
Ann deluce | EVP, Chief Compliance Officer |
Paola Juarez | Vice President |
Rosanna Sangalang | Senior VP, Compliance & HR |
Stacy Chang | Vice President |
Trevor Boult | Assistant Vice President |
Douglas Grochowski | Vice President |
Eric Jorgensen | Assistant Vice President |
Tom Shingler | Senior VP |
Lisa Pickelsimer | Assistant Vice President |
Alexander Browning | Vice President |
Gregory Deforrest | Senior Vice President |
Jason Ellement | Vice President |
Barbara Bernard | Senior VP |
Amit Bansal | Vice President |
Anne Heaphy | Vice President |
Selvi Cobanoglu | Assistant Vice President, Process Development Team |
David Smith | SVP, Private Equity Consulting |
Jonathan Gould | Senior Vice President - Real Assets Consulting |
Sally Haskins | Senior Vice President and Co-Manager, Real Assets |
Mark Kinoshita | Senior Vice President |
Jamie McAllister | Senior Vice President, Defined Contribution Practice |
Jessica Ransdall | Assistant Vice President - Client Report Services |
Claudia Bartek | Assistant Vice President |
Karen Heifferon | Senior Vice President |
Rod Bare | Senior Vice President |
Alex Ford | Vice President |
David Zee | Senior Vice President, Global Manager Research |
Jonathan Farr | Vice President, Private Market Consulting |
Ryan Cunningham | Senior Vice President, Fund Sponsor Consulting |
Joe McGuane | Senior Vice President, Alternatives Consulting |
Kevin Joy | Senior Vice President |
Karen Bryant | Vice President |
Doug Grochowski | Vice President |
Nicole Silva | Senior Vice President and Manager of Published Research |
Connie Lee | Investment Consultant, Senior Vice President |
Kyle Fekete | Assistant Vice President |
Karen Harris | Senior Vice President, Capital Markets Research |
Kristin Bradbury | Senior Vice President |
Mark Andersen | SVP & Manager, Trust Advisory Group |
Brianne Weymouth | Vice President |
James Van Heuit | Senior Vice President |
Britt Murdoch | Vice President, Investment Consultant |
Susan Kern | Vice President |
Claire Telleen | Senior Vice President |
Ivan Cliff | EVP, Director of Research |
Paul McGurk | Vice President |
Nicole Torkelsen | Senior Vice President |
Tim Pollard | Senior Vice President |
Michael Joecken | Senior Vice President |
Millie Viqueira | Senior Vice President, Plan Sponsor Consulting |
Kevin Machiz | Vice President |
Gary Chang | Vice President, Capital Markets Research Group |
Mark Wood | Senior Vice President |
Paul Erlendson | Senior Vice President |
Perry Jurow | xVice President |
Robert Nagel | Assistant Vice President |
Matthew Loster | Vice President- Measurement Development |
Nona Phillips | Assistant Vice President |
Adam Lozinski | Assistant Vice President |
Corey Schier | Senior Vice President |
Aspen Minden | Assistant Vice President, Corporate Events |
Connor Foy | Assistant Vice President |
Julia Moriarty | Senior Vice President and Co-Manager of Capital Markets Research |
Gordon Weightman | Senior Vice President |
Anne Maloney | Senior Vice President |
David Miller | Assistant Vice President/Analyst |
Munir Iman | Real Assets Consultant - Vice President |
Ashley DeLuce | Vice President, Private Equity Consulting |
Ray Combs | Vice President |
Kathleen Mascarenhas | Assistant Vice President |
Adam Mills | Vice President - Software Developer |
Nathan Wong | Vice President |
Patrick Wisdom | Assistant Vice President, Associate Consultant |
Christopher Park | Vice President |
Elizabeth Anathan | SVP, Marketing & Corporate Communications Manager |
Brad Penter | Assistant Vice President |
Laura Migliori | AVP, Marketing & Communications |
Sam Martin | Assistant Vice President |
Michael Stellato | Senior Vice President, Fund Sponsor Consultant |
Lauren Mathias | Senior Vice President |
Jana Steele | Senior Vice President |
Weston Lewis | Senior Vice President |
Álvaro Vega | Vice President |
Bo Abesamis | Executive Vice President |
Alex Hoy | Vice President |
Sara H. | Senior Vice President |
Stephen Trousdale | Vice President |
Paola Juarez | Vice President, Fund Sponsor Consulting |
Matthew Loster | Senior Vice President and Manager |
James Veneruso | Senior Vice President |
Fanglue Zhou | Vice President, Independent Adviser Group (IAG) |
Ric Ford | Senior Vice President - Capital Markets Research Group |
Pete Keliuotis | Executive Vice President & Head of Alternatives Consulting |
Greg Ungerman | SVP |
Lauren Sertich | Senior Vice President-Real Assets Consulting |
Bernie Bazile | Vice President, Real Assets Consulting |
Jeffrey Salyer | Assistant Vice President, Investment Consulting |
Joan Dorow | Senior Vice President |
Todd Carabasi | Senior Vice President |
Janet Becker-Wold | Senior Vice President & Manager |
Brad Penter | Assistant Vice President |
Sheila O'Halloran | Vice President, Trust Advisory Group |
Britt Murdoch | Vice President, Investment Consultant |
Ryan Horn | Assistant Vice President |
Ashley Kahn | Vice President, Private Equity Consulting |
Ashley Kahn | Vice President, Private Equity Consulting |