Profile
Ms. Lauren E.
Mathias, CFA, is Senior Vice President at Callan Associates, Inc.
Ms. Mathias is responsible for research and analysis of U.S.
equity investment managers and assists plan sponsor clients with U.S.
equity manager searches.
In this role, she meets regularly with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures.
She also oversees the Callan Connects program, launched in 2010, which enhances Callan's coverage of emerging managers and minority, women, and disabled-owned firms.
Lauren is a member of Callan's Emerging and Minority, Women, or Disabled-owned Managers Committee and a shareholder of the firm.
She joined Callan's Client Report Services group as an analyst in October 2004.
Prior to Callan, she assisted an independent financial planner in preparing financial plans for individual investors.
Ms. Mathias received her BS in Business Administration concentrating in Financial Management and Enterprise Accounting with a minor in Statistics, Magna Cum Laude, from California State Polytechnic University.
Former positions of Lauren Etcheverry Mathias
Companies | Position | End |
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Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Analyst-Equity | - |
Training of Lauren Etcheverry Mathias
California State Polytechnic University (Pomona) | Undergraduate Degree |
Experiences
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Private companies
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1st degree connections
1st degree companies
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Private companies | 1 |
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Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
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