Craig brings nearly two decades of industry and investment consulting expertise to Callan.
Craig Chaikin, CFA, is a senior vice president and consultant in Callan’s Denver consulting office. His responsibilities include client education, strategic planning and implementation, portfolio and fee reviews, investment policy development, and fulfilling client requests. He is a member of Callan’s Defined Contribution Committee.
Craig brings nearly two decades of industry and investment consulting expertise, working with a wide range of institutional clients. Prior to joining Callan in 2022, he was a vice president with Segal Marco Advisors where he advised Taft-Hartley, public funds, and corporations on their defined contribution, defined benefit, and other benefit plans. Prior to his 14 years with Segal, he was a relationship manager with Fifth Third Asset Management and a financial advisor with American Express (formerly Ameriprise).
Craig earned his MBA from Xavier University and a BS in business from Miami University (Ohio). He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Colorado.