Sheila is a vice president in Callan's Trust Advisory Group.
Sheila O’Halloran is a vice president in Callan’s Trust Advisory Group (TAG). She contributes to the day-to-day operational support of Callan’s asset management endeavors, including client support, implementation, and other discretionary assignments.
Prior to joining Callan in 2020, Sheila was a director of fund operations and research analytics within the research group of Pathstone, with the primary responsibility of consolidating support of the alternative investments and internal hedge fund of funds. She coordinated various research projects, supported the investment research process through the buildout of analytical tools, and assisted with Pathstone’s risk management, audit, and control processes.
Prior to Pathstone, Sheila had been employed since 2002 with Convergent Wealth Advisors (acquired by Pathstone), a federally registered investment adviser specializing in wealth management for ultra-high-net-worth families. Prior to this, she worked as an editor in technical publishing.
Sheila earned a BA with concentrations in literature, history, and philosophy from the University of Illinois at Urbana-Champaign and studied at the University of Nottingham, England. She also held the Financial Industry Regulatory Authority (FINRA) Series 65 license.