![Lauren Etcheverry Mathias](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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
 Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. | Analyst-Equity | - |
Formation de Lauren Etcheverry Mathias
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Callan LLC
Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. | Finance |
California State Polytechnic University (Pomona)
 California State Polytechnic University (Pomona) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
