James A. Callahan, CFA, is Callan’s president, overseeing defined contribution consulting, alternatives consulting, real assets consulting, independent investment adviser consulting, as well as trust, custody, and securities lending consulting. In addition to being a member of Callan’s Management Committee and Editorial Committee, Jim serves as the chair of Callan’s Client Policy Review Committee, which provides oversight and direction on the firm’s strategic planning work for clients. He is a shareholder of the firm. Prior to his role as president, Jim led fund sponsor consulting, overseeing the firm’s consulting offices. Jim’s prior roles at Callan include management of the San Francisc