CoverProfile

Gary Robertson

Senior Vice President

Callan

United States, California, San Francisco

About Me

Gary W. Robertson is a senior vice president in Callan’s Alternatives Consulting group. He joined Callan in 1991, focusing on private equity where his role includes manager research, due diligence, client servicing, strategic planning, and portfolio monitoring. Gary is a member of Callan’s Alternatives Review Committee and is a shareholder of the firm. Prior to joining Callan, Gary was a vice president with Robertson & Co., a San Francisco-based, family-owned investment bank engaging in mergers and acquisitions. Prior to Robertson & Co., he was a financial analyst with Atherton Advisory, a Silicon Valley-based financial services firm. He has also worked with Morgan Stanley & Co. Inc. in San
View more

Profile Information

Senior Vice President

Callan

Investment Team,Operations Team

Investor

Consultant

San Francisco

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Claire Telleen
Senior Vice President
Profile Photo
Adam Lozinski
Vice President, Consultant
JB
Janet Becker-Wold
Senior Vice President & Manager
Profile Photo
Alex Ford
Senior Vice President, Investment Consulting

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management