Profile
Mr. Mark N.
Stahl, CFA, is Senior Vice President at Callan LLC.
He is also a Co-Manager of Callan's Global Manager Research group which provides fundamental and statistical research on investment managers.
He oversees the quantitative and qualitative analysis of investment managers and the production of research and client reports.
He also heads U.S.
equity research.
He researches and analyzes money management firms with various investment styles for defined benefit and defined contribution clients.
He works with general consultants and oversees manager searches, conducts on-site visits, and attends final presentations.
He regularly interviews and visits portfolio managers and analysts to discuss portfolio strategies, organizational issues, and marketplace trends.
He is a shareholder of the firm.
Prior to joining the U.S.
Equity group, Mr. Stahl was a member of Callan's Fixed Income Research group where he gathered, analyzed, and verified data on U.S.
and non-U.S.
fixed income investment managers.
Mr. Stahl earned his BS in Managerial Economics degree from the University of California at Davis.
He earned the right to use the Chartered Financial Analyst designation.
Mark N. Stahl active positions
Companies | Position | Start |
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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. | Director of Research - Equity | 1994-12-31 |
Training of Mark N. Stahl
University of California, Davis | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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 |
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