Claire is a consultant based in our San Francisco office.
Claire Telleen, CFA, is a senior vice president and investment consultant on Callan’s West Coast consulting team. Based in the San Francisco office, she works with a variety of plan sponsor clients, including corporate defined benefit and defined contribution plans, endowments, and foundations. Claire provides client service and support in the areas of investment manager monitoring and reviews, performance measurement, strategic planning, and additional client projects. Claire is a member of Callan’s Defined Contribution Committee, Corporate Defined Benefit Focus Group, and is a shareholder of the firm.
Claire joined Callan in 2008. Before becoming a consultant in 2011, she was a senior analyst in the Client Report Services group.
Claire earned a BA in mathematics with a minor in economics from Boston College. Claire is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Society of San Francisco and CFA Institute.