Greg Allen active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Director of Research - Equity | 1999-12-31 | - | |
| Investment Committee Member | 1987-12-31 | - | |
| Portfolio Manager-Equities | 1987-12-31 | - | |
| Portfolio Manager-Fixed Income | 1987-12-31 | - | |
| Analyst-Equity | 1987-12-31 | 1999-12-31 | |
| President | 2006-12-31 | 2017-08-31 |
Career history of Greg Allen
Training of Greg Allen
| University of California, Santa Cruz | Graduate Degree |
Statistics
International
| United States | 3 |
Operational
| Analyst-Equity | 1 |
| Chief Executive Officer | 1 |
| Director of Research - Equity | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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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