CoverProfile

Anne Heaphy

Senior Vice President, Fund Sponsor Consulting

Callan

United States, Oregon, Portland

About Me

Based in our Portland office, Anne has more than a decade of investment industry experience. Anne Heaphy is a senior vice president and investment consultant on Callan’s West Coast consulting team. Based in the Portland office, Anne works with a variety of clients, including public, multi-employer, and corporate defined benefit and defined contribution plans. Her responsibilities include client service, investment manager reviews, performance evaluation, research and continuing education, business development, and coordinating special client proposals and requests. Anne is a member of Callan’s Defined Contribution Committee and is a shareholder of the firm. Before joining Callan, Anne was

View more

Profile Information

Senior Vice President, Fund Sponsor Consulting

Callan

Investment Team,Operations Team

Investor

Consultant

Portland

Oregon

United States

Jun 29, 2025

More profiles to browse

JB
Janet Becker-Wold
Senior Vice President & Manager
GR
Gary Robertson
Senior Vice President
SC
Steven Center
Senior Vice President
Profile Photo
Lauren Mathias
Senior Vice President & Head of Diversity, Equity and Belonging

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation