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Deals & People August 20, 2012
Callan Hires Consultant for Fund Sponsor Group
Callan Associates announced that Dana R. Brown joined the
company's Fund Sponsor Consulting group as senior vice president on July
30.
Reported by Rebecca Moore
Brown is based in Atlanta, Georgia, and reports to James A. Callahan, executive vice president and head of Callan’s Fund Sponsor Consulting practice.
Prior to making the move to Callan, Brown was a vice president and senior investment consultant with The Newport Group in Heathrow, Florida, responsible for providing investment and fiduciary consulting services to corporate retirement plans of Fortune 500 public and private companies.He was part of the management team of the practice and a senior member of the firm’s investment committee.
Brown also served as an investment consultant and analyst with Morgan Stanley Investment Consulting Services. His responsibilities included strategy development, asset allocation, manager searches and reporting to retirement plan clients, insurance companies and foundations/endowments.
Prior to joining Morgan Stanley, Brown worked as an investment consulting analyst at the Smith Barney Consulting Group and as a trust representative at SunTrust Retirement Plan Services where he was responsible for managing retirement plan clients; including administration, recordkeeping, compliance and trustee/custodial services.
Brown graduated with an MBA with Finance Concentration from The Roy E. Crummer Graduate School of Business, Rollins College, in Winter Park, Florida, and a BBA in Finance with Investments Concentration at Stetson University.He holds Financial Industry Regulatory Authority series 7 and 66 licenses, and is a Level II candidate in the CFA Program.