Eugene O'Neill Joins Callan, Boosting Fund Sponsor Consulting Team in San Francisco

Eugene O'Neill, CFA, Joins Callan's Fund Sponsor Consulting Team

Callan, a renowned institutional investment consulting firm, has recently welcomed Eugene O'Neill, CFA, to its Fund Sponsor Consulting team as a Senior Vice President and Investment Consultant. With almost twenty years of extensive experience in institutional consulting and equity portfolio management, Mr. O'Neill is set to play a significant role within the firm, which operates from its San Francisco office.

Mr. O’Neill, who has a solid track record in the investment sector, will report directly to Greg DeForrest, the Executive Vice President and head of Callan's Fund Sponsor Consulting group. Mr. DeForrest expressed his enthusiasm for O'Neill’s arrival, noting that his vast experience will be a tremendous asset to both Callan and its clients.

In his own words, Mr. O'Neill expressed his excitement about joining Callan: "I'm thrilled to join such a dedicated team. The wealth of experience and workplace culture at Callan were a big draw for me. I'm excited to collaborate with the team to deliver exceptional results for our clients." This statement reflects his keen commitment to delivering tailored investment solutions that meet client needs.

Before joining Callan, Mr. O’Neill had an impressive career at Alan Biller Associates, where he served as a Senior Consultant. During his tenure there, he crafted customized asset allocation strategies and investment solutions for various clients, including Taft-Hartley plans and public plans. His previous roles also include a position as a Senior Equity Portfolio Manager at Canada Life Investments in the UK and Assistant Fund Manager for Depfa Bank in Ireland. Such a diverse background equips him with a unique understanding of the complexities involved in investment consulting.

Academically, Mr. O'Neill holds a Master's degree in Financial Mathematics from King's College London, alongside a Bachelor's degree in Financial Mathematics and Economics from University College Galway. Additionally, he is a proud holder of the Chartered Financial Analyst® designation, demonstrating his commitment to the highest professional standards in the industry. Apart from this, he is also an active member of both the CFA Institute and the CFA Society San Francisco.

Callan, established in 1973 and recognized as an employee-owned investment consulting firm, prides itself on providing innovative, customized investment solutions. The firm caters to a variety of institutional investors, with more than $3 trillion in assets under advisement. This impressive scale positions Callan among the largest independent investment consulting firms in the United States. Their client-centric model serves a wide array of clients, including pension and defined contribution plan sponsors, endowments, foundations, and independent investment advisers.

To know more about Callan's comprehensive investment services, potential clients and stakeholders are encouraged to visit their website at callan.com. Mr. O'Neill's joining the firm is anticipated to enhance their existing consulting capabilities and contribute significantly to the success of their clients in a rapidly evolving investment landscape.