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