San Francisco, Calif,-based Callan Associates, an investment consultant, has hired Benjamin Taylor as vice president, responsible for investment structure reviews, fee analyses and record keeping searches.
Taylor will be based at Callan’s headquarters in San Francisco and report to Lori Lucas, DC practice leader.
Before joining Callan, Taylor held several positions at R.V. Kuhns & Associates where he led most third party administrator and record keeper vendor searches and oversaw dozens of DC-related projects.
“As our business continues to expand and the marketplace becomes more complex, we are always searching for highly talented, smart and industrious people to join our firm,” stated Lucas. “Ben fits that mold completely and we are very excited he chose Callan as the place he wants to put his skills and intellect to work and continue his career.”
Callan Associates has four lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group, and the Trust Advisory Group.
