Liz is a member of our investment consulting team in Denver.
Liz Spanos, CFA, is a vice president in Callan’s Denver consulting office. Her responsibilities include supporting clients in the areas of performance evaluation, strategic planning and implementation, investment manager review, and the coordination of special client proposals and requests. Liz is a member of Callan’s Defined Contribution Committee.
Prior to joining Callan in January 2025, Liz was a consultant at JDL Consultants, where she served as analytical lead for boards of directors of mutual fund complexes. Prior, she worked as an investment analyst at Graystone Consulting and in client service at Morgan Stanley and UBS.
Liz earned a BBA in finance and management from Loyola Marymount University. She is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Colorado.