Profile
Mr. Gregory C.
Allen is a Chief Executive Officer & Chief Research Officer at Callan LLC.
He is also member of Callan’s Management Committee, Alternatives Review Committee, Institute Advisory Committee, and Client Policy Review Committee, as well as the Investment Committee, which oversees all of Callan’s discretionary multi-manager solutions.
He is also a member of the Callan Board of Directors and is a shareholder of the firm.
He oversees the firm's fund sponsor consulting, trust advisory, database, client report services, operations, and all research and education groups, including global manager research, alternative investment research, capital markets research, and the Callan Institute.
He joined Callan’s San Francisco office in 1988 as an Analyst where he focused on capital market research, asset allocation and liability analysis, and manager structure analysis.
In 1993, he took over Callan’s Operations and Capital Markets Research groups where he oversaw the complete redesign and implementation of Callan’s database management and performance measurement systems.
In 2000, he was promoted to director of research, and in 2007 was promoted to president.
He took on the Chief Executive Officer role for the firm in 2017.
He earned his B.A.
in Economics and M.S.
in Applied Economics from the University of California, Santa Cruz.
Greg Allen active positions
Companies | Position | Start |
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Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Chief Executive Officer | 2017-08-31 |
Training of Greg Allen
University of California, Santa Cruz | Graduate Degree |
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Private companies | 1 |
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Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
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