CoverProfile

Jay Kloepfer

Executive Vice President & Director, Capital Markets

Callan

United States, California, San Francisco

About Me

As director of Callan's Capital Markets Research Group, I oversee efforts to help our fund sponsor clients through strategic planning, conducting asset allocation and asset/liability studies, developing optimal investment manager structures, evaluating defined contribution plan investment lineups, and providing custom research on a variety of investment topics. I'm also a member of Callan's Management and Institute Advisory committees, a shareholder of the firm, and the author of the Callan Periodic Table of Investment Returns, which I created it back in 1999. Prior to Callan, I was a senior economist and the western regional manager for Standard & Poor's DRI. My educational background inclu
View more

Profile Information

Executive Vice President & Director, Capital Markets

Callan

Investment Team,Operations Team

Investor

Consultant

San Francisco

California

United States

May 16, 2024

More profiles to browse

BM
Britton Murdoch
Senior Vice President, Investment Consultant
Profile Photo
Michael Joecken
Senior Vice President
CF
Connor Foy
Assistant Vice President
BO
Brady O'Connell
Senior Vice President

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Dennis Hanson
Principal
Jamison Hanson
NC
Najib Canaan
Chief Executive Officer
Kingswood Group