Callan Announces Four New Hires

Callan Associates hired four investment consultants for its Alternatives, Fund Sponsor and Defined Contribution (DC) Consulting groups in San Francisco, Chicago, and Atlanta.

To bolster the capabilities of its DC consulting group in Chicago, Callan hired Jamie McAllister and Sherwood H. Yuen as vice presidents in the Alternatives Consulting group. Michael Swinney joined Callan’s Fund Sponsor Consulting group in Atlanta as vice president and Brianne R. Weymouth joined the Fund Sponsor Consulting group in Chicago as vice president.  

McAllister has ten years experience working with DC plans and will primarily be responsible for performing research and due diligence on recordkeepers, fee analysis and advising on investment consulting projects that require DC expertise. Before joining Callan, McAllister was a consultant at Hewitt EnnisKnupp where she led a wide variety of consulting projects for DC, defined benefit (DB) and endowment clients.  

McAllister graduated with a B.A. in Finance with an International Business concentration from the University of Notre Dame in Indiana. She reports to Lori Lucas, executive vice president and defined contribution practice leader.  

In his new role, Yuen will be responsible for providing alternatives investment consulting services to large plan sponsors, endowments, foundations and other similar types of asset pools. Previously, Yuen was a vice president at Wells Fargo Alternative Asset Management group where he formulated the overall macro-economic outlook, strategy themes and portfolio construction decisions for funds that served the firm’s high net worth clients, endowments and small institutions. Prior to Wells Fargo, he worked at Charles Schwab Capital Markets in the Structured Products/Strategic Trading unit where his duties included product design and implementation, fund due diligence, risk management strategies and maintaining buy-side relationships with issuers. 

Yuen earned an MBA from the University of California, Berkeley Haas School of Business and graduated from Cornell University in Ithaca, New York with a BA in Asian Studies. He is based in San Francisco and reports to Jamie K. Shen, senior vice president, and head of Alternatives Consulting. 

Swinney will report to James A. Callahan and will serve as a consultant to a broad range of institutional fund sponsor clients. He was formerly an investment consultant with Hewitt EnnisKnupp where he was responsible for all aspects of client relationship management, including performance evaluation, manager searches, investment program reviews and investment policy development. Prior to that, he held positions at Federal Home Loan Bank of Atlanta, and Nedcor Investment Bank in Braamfontein, South Africa.  

Swinney received a BS in Computer Information Management (summa cum laude) from Life University in Marietta, Georgia and a Bachelor of Commerce in Accounting from the University of Cape Town in Cape Town, South Africa. He earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Atlanta and the CFA Institute.  

In her new role Weymouth will work with a variety of fund sponsor clients, including corporate DB and DC plans, public plans and endowments and foundations. She is responsible for strategic planning and implementation, investment manager reviews, performance evaluation, continuing education and the coordination of special projects for clients. Prior to joining Callan, Weymouth worked in the Consultant Relations group at PNC Capital Advisors, and previously held positions at Richards & Tierney and Marquette Associates.  

Weymouth earned an MBA from the University of Chicago, Booth School of Business and a BA in Economics from Ohio University. She reports to Kevin Dolsen, senior vice president and manager of Callan’s Chicago office.