May 26, 2013 12:40 AM ET

Capital Markets

Company Overview of Callan Associates Inc.

Company Overview

Callan Associates Inc. provides investment consulting services. It offers research, education, asset management, decision support, and advisory services. The company serves public and private pension plan sponsors, endowments, foundations, operating funds, investment management firms, investment managers, financial intermediaries, and mutual fund boards of directors. Callan Associates Inc. was founded in 1973 and is headquartered in San Francisco, California with regional offices in Denver, Chicago, and Atlanta; and Florham Park, New Jersey.

101 California Street

Suite 3500

San Francisco, CA 94111

United States

Founded in 1973

Phone:

415-974-5060

Fax:

415-291-4014

www.callan.com

Key Executives for Callan Associates Inc.

Chairman of the Board and Chief Executive Officer
Age: 65
President and Director of Research
Age: 48
Founder and Chairman Emeritus
Chief Financial officer
Chief Operating Officer and Executive Vice President
Compensation as of Fiscal Year 2012.

Callan Associates Inc. Key Developments

Archford Capital Strategies to Appoint Wilshire Associates and Callan Associates Inc. for Institutional Investment Research

Archford Capital Strategies will tap Wilshire Associates and Callan Associates Inc. for institutional investment research and access to alternative investments.

Callan Associates Inc. Presents at Public Funds Summit, Jan-09-2013 04:15 PM

Callan Associates Inc. Presents at Public Funds Summit, Jan-09-2013 04:15 PM. Venue: The Phoenician, 6000 East Camelback Rd., Scottsdale, AZ 85251, United States.

Callan Associates Inc. Hires Mark Kinoshita as Vice President of the Trust, Custody and Securities Lending Group

To accommodate the rapid growth in demand for its trust, custody and securities lending services, Callan Associates Inc. hired Mark Kinoshita as vice president on October 1, 2012. Mr. Kinoshita is based in Callan's headquarters in San Francisco and will report to Virgilio "Bo" Abesamis, executive vice president of Callan's Trust, Custody and Securities Lending group. Mark Kinoshita is vice president of the Trust, Custody and Securities Lending group at Callan Associates. For nearly 20 years, Mr. Kinoshita has worked in the securities processing industry at large financial institutions; gaining a comprehensive understanding of every facet of the business. His experience includes working with all constituent levels at public funds, corporate and Taft-Hartley pension plans, foundations, endowments, corporate treasury and banks and insurance companies. In his new role, Mr. Kinoshita will be responsible for staying on the forefront of custody trends that could impact clients' back office and operational functionality, assessing clients' operational structures to ensure they are efficient and incorporate industry best practices, and expanding the firm's custodial research and consulting capabilities and product offerings. Prior to joining Callan, Mr. Kinoshita was a business development officer in the Institutional Services Group at Comerica Bank where he was responsible for trust, custody, securities lending, short-term investment products and asset management.

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