

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
Profile Information
Senior Vice President
Callan
Investment Team,Operations Team
Investor
Consultant
San Francisco
California
United States
May 15, 2024
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