Eugene is a consultant based in our San Francisco office.
Eugene O’Neill, CFA, is a senior vice president and investment consultant on Callan’s West Coast consulting team. Based in the San Francisco office, Eugene works with a variety of clients, including defined benefit and defined contribution plans, endowments, and foundations. His responsibilities include client service, investment manager reviews, performance measurement, research and continuing education, business development, and coordination of special client proposals and requests.
Eugene brings nearly two decades of expertise in institutional consulting and equity portfolio management. Prior to joining Callan in January 2025, he worked at investment consulting firm Alan Biller & Associates, where he delivered tailored asset allocation strategies and investment solutions as a senior consultant to clients, such as Taft-Hartley and public plans. Prior, he was a senior equity portfolio manager for Canada Life Investments in the UK and an assistant fund manager for Depfa Bank in Ireland.
Eugene earned an MS in financial mathematics from King’s College London and a BS in financial mathematics and economics from University College Galway. He is a holder of the right to use the Chartered Financial Analyst® designation, and is a member of CFA Institute and CFA Society San Francisco.