Lauren Etcheverry Mathias

Plus aucun poste en cours

Profil

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.

Anciens postes connus de Lauren Etcheverry Mathias

Sociétés	Poste	Fin
Callan LLC	Analyst-Equity	-

Formation de Lauren Etcheverry Mathias

California State Polytechnic University (Pomona)

Undergraduate Degree