Haddad will be responsible for working with a variety of large public and corporate defined benefit (DB) and defined contribution (DC) fund sponsors. He will be based in Callan’s new location in Summit, New Jersey, and will report to Millie Viqueira, senior vice president and head of the firm’s New Jersey Fund Sponsor Consulting office.
Before joining Callan, Haddad was a relationship manager at Fisher Francis Trees & Watts Inc., in New York. His responsibilities included investment communications and support for central banks, official institutions and sovereign wealth funds. Additionally, he assisted in business development, client portfolio compliance and preparation of investment, benchmark and guideline analysis for clients and prospects.
Haddad also spent 11 years with Mercer Investment Consulting as principal, investment consultant, where he managed client relationships that included institutional fund sponsors in the U.S., Caribbean and a large sovereign wealth fund in Latin America. He also designed, implemented and monitored investment structures for DC plans and developed asset mapping strategies for DC plan integration projects to ensure they met Employee Retirement Income Security Act (ERISA) and Department of Labor (DOL) guidelines.
Haddad earned his bachelor’s degree and his master’s in business administration from The Zicklin School of Business. He is fluent in Spanish.