Evan earned an MBA and a BS in business administration, finance, and entrepreneurial studies.
Evan Williams, CFA, CAIA, is a vice president on Callan’s West Coast consulting team. Based in the Portland office, he provides support to clients and consultants in the areas of performance evaluation, strategic planning and implementation, investment manager review, and the coordination of special client proposals and requests. Evan is a member of Callan’s Nonprofit Group and Alternatives Review Committee.
Evan brings nearly a decade of industry and investment consulting expertise, working with a multitude of institutional clients that include defined benefit plans, hospitals, endowments, and foundations. Prior to joining Callan in 2023, Evan worked at investment consulting firm Prime Buchholz, where he was a principal consultant and a member of the defined benefits plans committee. Prior, he was a research analyst at NVest Financial Group.
Evan earned an MBA and a BS in business administration, finance, and entrepreneurial studies from the University of New Hampshire. He is a holder of the right to use the Chartered Financial Analyst® designation and has earned the right to use the Chartered Alternative Investment Analyst designation. He is a member of CFA Institute and CFA Society Portland.