Scotty is an associate consultant in Callan's Defined Contribution consulting group.
Scotty Lee is a senior analyst and associate consultant on Callan’s Defined Contribution (DC) Consulting team. Based in Callan’s Chicago consulting office, Scotty provides support to Callan’s DC clients, including fee analyses, structure reviews, and target date suitability studies.
Prior to joining the DC team in 2023, Scotty was part of Callan’s Client Report Services group, where he was responsible for calculating investment returns, generating investment measurement reports, producing portfolio characteristic reports, and developing search books for the Global Manager Research group. Prior to joining Callan in 2018, Scotty held an internship at Callan.
Scotty graduated from the University of Colorado Boulder with a BS in finance.