As executive chairman at Callan, I regularly meet with clients and senior industry professionals, and engage in industry and community events through speaking and service opportunities. I’m also chairman of the Callan Board of Directors and the Diverse and Emerging Manager Committee. Outside of Callan, I serve on the governing board and development committee at Filoli, a National Historic Trust Preservation site. I am also “counselor” for the Indiana University Kelley School of Business Dean’s Council and an advocate for the Vista Center for the Blind and Visually Impaired, which Callan has supported for more than 20 years. From 2008-2018, I served on the board of the United Way Bay Area