Karen Chung-ok Heifferon

Ms. Karen C.
Heifferon is a Vice President at Callan LLC.
She works with a variety of fund sponsor clients including corporate defined contribution plans, endowments, and foundations.
Her responsibilities include client service, investment manager reviews, performance evaluation, research and continuing education, business development, and coordinating special client proposals, and requests.
Ms. Heifferon is a member of Callan's ESG Committee.
Prior to joining Callan, Ms. Heifferon was a senior investment consultant with Beacon Pointe Advisors.
In this role, she served as a consultant to corporations, endowments, foundations, universities, faith-based organizations, hospitals, and professional associations.
She was also responsible for review of ESG strategies and also co-founded AfterCollege, Inc. She received her BS in Biochemistry degree from Pacific Union College, a graduate degree from Loma Linda University and an MBA from the University of California, Irvine.