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Karen Heifferon
Client Relations Expert with 15+ yrs of institutional investment consulting and client engagement experience > Building strong relationships to ensure retention & reach goals
Karen Heifferon is a Senior Vice President at Callan Associates, a prominent investment consulting firm based in San Francisco, California. With over 15 years of experience in institutional investment consulting, she has developed a strong expertise in managing relationships with various fund sponsor clients, including corporate defined contribution plans.123
Heifferon has held her current position at Callan for several years, previously serving as a Vice President. She is actively involved in the financial services industry and has participated in speaking engagements, such as at the Institutional Investor Endowments conference.14
Her educational background includes a degree from the University of California.1
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Location
Newport Beach, California, United States
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
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