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Callan Hires Industry Veterans for DC and Independent Adviser Practices


SAN FRANCISCO, CA, February 2, 2017 -- Callan Associates, a leading institutional investment consulting firm, announced today that it has hired industry veterans Jana Steele and Corey Schier. Steele joins Callan's defined contribution (DC) practice from Willis Towers Watson and Schier the Independent Adviser Group from Aon Hewitt Investment Consulting.

Steele has more than 17 years of consulting experience on qualified and nonqualified retirement plans, including plan design, vendor management, vendor searches, fee benchmarking, data security analysis, and compliance support. She is a vendor search subject matter expert, coordinating vendor monitoring projects, searches, benchmarking studies, and DC plan design. Steele has also led the development of financial wellness product assessments and supported client financial wellness program objective setting and design. She is based out of Callan's Chicago office and has a bachelor's degree from Utah State University.

Schier brings over 16 years of industry experience to Callan. He is an investment manager research specialist, with years of experience in identifying, evaluating, and selecting investment managers. He has conducted manager research across U.S. and international equities as well as alternative investments and fixed income. During his tenure at Aon Hewitt, he held various roles and his responsibilities included manager research, manager structure, asset allocation, thought leadership, and client servicing. He is based in Callan's Atlanta office and has a bachelor's degree from the University of Georgia.

Callan's defined contribution practice, led by Lori Lucas, CFA, includes services such as plan review and fee analysis, recordkeeper searches, investment structure evaluation, manager/fund evaluation and monitoring, advice/managed account provider searches, self-directed brokerage account reviews, and participant communication assessments.

The firm's Independent Adviser Group, headed by Eric Davison, synthesizes Callan's resources into a comprehensive set of services for the independent investment adviser. Callan has been serving independent investment advisers with a dedicated team of experienced professionals since 1991.

About Callan Associates

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions that are uniquely backed by proprietary research exclusive data, ongoing education and decision support. Today, Callan advises on $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, operating funds, smaller investment consulting firms, investment managers, and financial intermediaries. For more information, please visit www.callan.com.


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