Callan was founded as an employee-owned investment consulting firm in 1973. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. The firm serves pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.
The firm operates through four distinct lines of business, Fund Sponsor Consulting, Independent Adviser Group (IAG), Institutional Consulting Group (ICG), and Trust Advisory Group (TAG). Callan has approximately 260 employees. The Callan Institute, established more than 40 years ago, is respected industry-wide as a source for independent published research and institutional investment education.
Recent Leadership News
Anne Maloney, SVP and ICG manager, retired at the end of April after more than 18 years successfully promoting the Callan Institute.
Facts compiled by Executive Moves from publicly available news and press releases on 10 June 2026. Spotted an inaccuracy? Email us and we'll review within 1 business day.
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