Callan
Callan's Overview
Callan is one of the largest independently owned and employee-owned investment consulting firms in the U.S. Founded in 1973, they provide research, education, decision support, and implementation services to a broad range of institutional investors. Their clients include public and private pension plan sponsors, endowments, foundations, corporate defined benefit and defined contribution plans, and other institutional investors. Callan is known for its client-first approach, proprietary research, and a comprehensive suite of solutions designed to meet the complex needs of today's investors.
Where is Callan's Headquarters?
HQ Function
Serves as the central hub for Callan's operations, strategic decision-making, research leadership, and client service coordination for its national institutional investor clients.
Notable Features:
Located in the heart of San Francisco's Financial District, providing accessibility and a prestigious business environment. The office is designed to be a functional, professional space supporting collaboration and client engagement.
Work Culture:
Callan fosters a collaborative, client-focused, and intellectually rigorous work environment. As an employee-owned firm, there's a strong sense of ownership, dedication to ethical practices, innovation, and commitment to professional development and diversity, equity, and belonging.
HQ Significance:
The San Francisco headquarters is significant due to its proximity to major financial institutions, technology and innovation hubs, and a diverse talent pool. It anchors Callan's West Coast presence and its historical roots since its founding in the city.
Values Reflected in HQ: The headquarters reflects Callan's core values of integrity, client-centricity, independence, and excellence through a professional, well-organized, and technologically equipped environment conducive to high-quality research, consulting, and client service.
Location:
While Callan's direct office presence is concentrated in the United States, the firm provides its U.S. institutional clients with comprehensive global investment perspectives. This includes global manager research across all asset classes, international market analysis, and guidance on global asset allocation strategies. Callan is also a founding member of the Global Investment Research Alliance (GIRA), which significantly extends its research capabilities and insights into international investment managers and markets, enabling them to serve clients with global portfolios effectively.
Street Address:
600 Montgomery Street, Suite 800
City:
San Francisco
State/Province:
CA
Country:
USA
Callan's Global Presence
Chicago, IL, USA
Address: 10 S. Wacker Drive, Suite 3200, Chicago, IL 60606
Provides localized expertise and direct client service in one of the nation's largest financial centers, ensuring responsiveness to Midwest clients.
Berkeley Heights, NJ, USA
Address: 200 Connell Drive, Suite 2200, Berkeley Heights, NJ 07922
Ensures close proximity and dedicated support to Callan's extensive client network in the Eastern United States, a critical financial corridor.
Denver, CO, USA
Address: 999 18th Street, Suite 1200S, Denver, CO 80202
To provide regional expertise and dedicated service to institutional clients in the growing Denver metropolitan area and surrounding states.
Atlanta, GA, USA
Address: One Alliance Center, 3500 Lenox Road NE, Suite 1750, Atlanta, GA 30326
To offer localized support and expertise to clients in the dynamic Southeastern market, leveraging Atlanta's position as a key business hub.
Portland, OR, USA
Address: 121 SW Morrison St., Suite 1125, Portland, OR 97204
To enhance client service and accessibility for institutional investors in the Pacific Northwest, supporting Callan's national strategy.
Buying Intent Signals for Callan
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Executive Team of Callan
As of April 2025, Callan' leadership includes:
Investors of Callan
Callan has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
In the past 12 months, Callan has focused on strengthening its leadership team through key strategic hires and internal promotions, particularly enhancing its human resources, alternatives consulting, and research capabilities. No major executive departures have been publicly announced.
New Appointments:
Technology (Tech Stack) used by Callan
Discover the tools Callan uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Callan Email Formats and Examples
Callan primarily uses an email format consisting of the employee's first initial followed by their last name, a common structure in professional services firms. For example, an employee named Jane Doe would likely have an email address like jdoe@callan.com.
[first_initial][last]@callan.com
Format
gallen@callan.com
Example
90%
Success rate
News and media
Callan Website • May 7, 2024
Callan News: Callan Publishes 2024 ESG Survey: Investor Interest Remains Strong Despite Headwinds
Callan released its 2024 ESG Survey, indicating that 56% of U.S. institutional investors surveyed incorporate ESG factors into their investment decisions, up from 42% in 2022, highlighting continued growth in ESG consideration despite market discussions....more
Pensions & Investments • January 22, 2024
Callan News: Callan names new head of alternatives consulting
Callan announced the promotion of Pete Keliuotis to executive vice president and head of alternatives consulting. He will lead a team of 17 professionals focusing on private equity, private credit, real assets, and hedge funds....more
Callan Website • September 25, 2023
Callan News: Callan Hires Julia Moriarty as Chief Human Resources Officer
Callan announced Julia Moriarty joined the firm as executive vice president and chief human resources officer. She will lead all aspects of Callan’s HR strategy, including talent acquisition, employee development, compensation, and HR operations....more
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