Senior Investment Consultant Dana Brown Joins Callan
SAN FRANCISCO, CA, August 20, 2012 -- Callan Associates today announced that Dana R. Brown joined Callan's Fund Sponsor Consulting group as senior vice president on July 30, 2012. Mr. Brown is based in Atlanta, GA., and reports to James A. Callahan, executive vice president and head of Callan's Fund Sponsor Consulting practice.
Prior to making the move to Callan, Mr. Brown was a vice president and senior investment consultant with The Newport Group in Heathrow, FL. In his role, Mr. Brown was responsible for providing investment and fiduciary consulting services to corporate retirement plans of Fortune 500 public and private companies. He was part of the management team of the practice and a senior member of the firm's investment committee.
Mr. Brown is also experienced in consulting to middle market clients. During his time as an investment consultant and analyst with Morgan Stanley Investment Consulting Services, his responsibilities included strategy development, asset allocation, manager searches and reporting to retirement plan clients, insurance companies and foundations/endowments.
Prior to joining Morgan Stanley, Mr. Brown worked as an investment consulting analyst at the Smith Barney Consulting Group and as a trust representative at SunTrust Retirement Plan Services where he was responsible for managing retirement plan clients; including administration, recordkeeping, compliance and trustee/custodial services.
"With Dana's background and varied experience in working with qualified and non-qualified DC and DB corporate and public plans, he will bring unique insight to the many challenges faced by our clients," said Callahan. "With his collegial attitude and ability to communicate with every type of plan administrator and participant, he'll make a great addition to our Atlanta team. We're pleased he chose to come to Callan."
Mr. Brown graduated with a MBA with Finance Concentration from The Roy E. Crummer Graduate School of Business, Rollins College, in Winter Park, FL., and a BBA in Finance with Investments Concentration at Stetson University. He holds Financial Industry Regulatory Authority series 7 and 66 licenses and is a Level II candidate in the CFA Program.
"I am really looking forward to being a Callan consultant. The firm's focus-top down and bottom up-is on their clients, people and culture, and that made a big impression on me," said Brown. "Additionally, I was particularly interested in working for an independent, employee owned firm with broad, deep resources whose sole focus is on providing custom products and services in an open, collegial environment. In my view, that exactly describes Callan."
About Callan Associates
Founded in 1973, Callan Associates is one of the largest independently-owned investment consulting firms in the country. Headquartered in San Francisco, Calif., the firm provides research, education, decision support and advice to a broad array of institutional investors through four distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group, and the Trust Advisory Group. Callan employs more than 170 people and maintains four regional offices located in Denver, Chicago, Atlanta and Summit, NJ. For more information, visit www.callan.com.
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