CALLAN LLC
ATLANTA, GA

Our Founder: Ed Callan Born in 1920, Edwin C. Callan grew up in Pennsylvania and Ohio, where his father managed coal mines. He enrolled at Ohio State University at the age of 18, but his father died on the first day of classes. He transferred to UC Berkeley when his mother moved the family to San Francisco. In 1942, Mr. Callan joined the Navy Air Corps along with 50 other Cal graduates and they became known as the Flying Golden Bears. He was awarded the Distinguished Flying Cross and three Air Medals. While on leave in San Francisco, Mr. Callan met Georgina Hopkins in the bar of the Mark Hopkins Hotel, which her family owned. They married in 1945 and settled in San Francisco's Telegraph Hill neighborhood, where they raised two daughters. In 1969, Mr. Callan formed the investment measurement division of Mitchum, Jones & Templeton. Four years later, he and others purchased the division and formed Callan Associates. In the 1990s, Mr. Callan and current Executive Chairman Ron Peyton extended ownership to our firm's second- and third-generation employees. Callan remains employee-owned today. In addition to his many professional accomplishments, Mr. Callan was a proponent for diversity in the financial industry. He supported many initiatives and philanthropies throughout his lifetime. In 1991, Mr. Callan provided capital and initial leadership for Progress Investment Trust, the first fund-of-funds of minority- and women-owned managers. Progress Investment Trust was a game changer for minority- and women-owned manager hiring among institutional investors. He was also a longtime supporter of the United Way. Mr. Callan passed away in 2009 at the age of 88. Callan is headquartered in San Francisco and has four regional offices in Denver, Atlanta, Chicago, and Summit, NJ. Our Founder: Ed Callan Born in 1920, Edwin C. Callan grew up in Pennsylvania and Ohio, where his father managed coal mines. He enrolled at Ohio State University at the age of 18, but his father died on the first day of classes. He transferred to UC Berkeley when his mother moved the family to San Francisco. In 1942, Mr. Callan joined the Navy Air Corps along with 50 other Cal graduates and they became known as the Flying Golden Bears. He was awarded the Distinguished Flying Cross and three Air Medals. While on leave in San Francisco, Mr. Callan met Georgina Hopkins in the bar of the Mark Hopkins Hotel, which her family owned. They married in 1945 and settled in San Francisco's Telegraph Hill neighborhood, where they raised two daughters. In 1969, Mr. Callan formed the investment measurement division of Mitchum, Jones & Templeton. Four years later, he and others purchased the division and formed Callan Associates. In the 1990s, Mr. Callan and current Executive Chairman Ron Peyton extended ownership to our firm's second- and third-generation employees. Callan remains employee-owned today. In addition to his many professional accomplishments, Mr. Callan was a proponent for diversity in the financial industry. He supported many initiatives and philanthropies throughout his lifetime. In 1991, Mr. Callan provided capital and initial leadership for Progress Investment Trust, the first fund-of-funds of minority- and women-owned managers. Progress Investment Trust was a game changer for minority- and women-owned manager hiring among institutional investors. He was also a longtime supporter of the United Way. Mr. Callan passed away in 2009 at the age of 88. Callan is headquartered in San Francisco and has four regional offices in Denver, Atlanta, Chicago, and Summit, NJ. Our Founder: Ed Callan Born in 1920, Edwin C. Callan grew up in Pennsylvania and Ohio, where his father managed coal mines. He enrolled at Ohio State University at the age of 18, but his father died on the first day of classes. He transferred to UC Berkeley when his mother moved the family to San Francisco. In 1942, Mr. Callan joined the Navy Air Corps along with 50 other Cal graduates and they became known as the Flying Golden Bears. He was awarded the Distinguished Flying Cross and three Air Medals. While on leave in San Francisco, Mr. Callan met Georgina Hopkins in the bar of the Mark Hopkins Hotel, which her family owned. They married in 1945 and settled in San Francisco's Telegraph Hill neighborhood, where they raised two daughters. In 1969, Mr. Callan formed the investment measurement division of Mitchum, Jones & Templeton. Four years later, he and others purchased the division and formed Callan Associates. In the 1990s, Mr. Callan and current Executive Chairman Ron Peyton extended ownership to our firm's second- and third-generation employees. Callan remains employee-owned today. In addition to his many professional accomplishments, Mr. Callan was a proponent for diversity in the financial industry. He supported many initiatives and philanthropies throughout his lifetime. In 1991, Mr. Callan provided capital and initial leadership for Progress Investment Trust, the first fund-of-funds of minority- and women-owned managers. Progress Investment Trust was a game changer for minority- and women-owned manager hiring among institutional investors. He was also a longtime supporter of the United Way. Mr. Callan passed away in 2009 at the age of 88. Callan is headquartered in San Francisco and has four regional offices in Denver, Atlanta, Chicago, and Summit, NJ. It was our founder, Edwin Callan, who laid the groundwork for our diverse and emerging manager engagement in the early 1990s—and ultimately the launch of Callan Connects in 2010. He was an advocate for diversity across the financial industry and supported many initiatives throughout his lifetime An example is his co-founding of Progress Investment Management, which proved to be a game-changer for the industry’s move toward diverse and emerging managers. And Callan has been at the forefront for decades. To receive information about our Callan Connects sessions, please click Small Firms with Big Ideas The importance of diverse and emerging manager engagement has increased as institutional investors look to add new talent to their rosters and managers who reflect the diversity of fund beneficiaries. With Callan Connects, we expanded our universe of minority-, women-, or disabled-owned firms (MWDO) and emerging managers—and 196 firms have participated in Callan Connects since inception.