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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
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Profile Information

Senior Vice President

Callan

Investment Team,Operations Team

Investor

Consultant

San Francisco

California

United States

May 15, 2024

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