Perfil
Mr. Andy T.
Iseri, CFA, is Senior Vice President at Callan LLC.
He is also a non-U.S.
investment consultant in Callan's Global Manager Research group.
He began his career at Callan in 2006.
He is responsible for research and analysis in the non-U.S.
and global asset class including developed and emerging equity, issues surrounding currency management, as well as matters related to ESG investing.
He oversees manager searches, conducts on-site visits, and attends finalist interviews.
He is a member of Callan's ESG Committee and is a shareholder of the firm.
Prior to joining Callan, Mr. Iseri spent six years selecting and evaluating domestic and international equity managers for the California State Teachers' Retirement System.
Prior to that, he managed and traded domestic fixed income assets at CalSTRS.
He also assisted in the plan's currency, securities lending and credit enhancement programs.
Before joining CalSTRS' investment division Andy was a Senior Accountant in the plan's benefit accounting group.
Mr. Iseri earned a BS in Business Administration - International Business at California State University, Sacramento.
He belongs to CFA Institute, CFA Society of Sacramento, and earned the right to use the Chartered Financial Analyst designation.
Antiguos cargos conocidos de Andy T. Iseri.
Empresas | Cargo | Fin |
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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 | 01/09/2019 |
California State Teachers' Retirement System
California State Teachers' Retirement System Investment ManagersFinance California State Teachers' Retirement System (CalSTRS) is a global financial services institution and state agency headquartered in West Sacramento, California. Founded in 1913, CalSTRS provides retirement, disability and survivor benefits to California’s public school educators and their families. | Corporate Officer/Principal | - |
Formación de Andy T. Iseri.
California State University-Sacramento | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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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 |
California State Teachers' Retirement System
California State Teachers' Retirement System Investment ManagersFinance California State Teachers' Retirement System (CalSTRS) is a global financial services institution and state agency headquartered in West Sacramento, California. Founded in 1913, CalSTRS provides retirement, disability and survivor benefits to California’s public school educators and their families. | Finance |
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