What we do

Utilizing Callan’s scale, experience, and resources, AmRET® applies a process-driven approach to building and maintaining efficient, low-cost multi-manager investment portfolios on behalf of institutional and a limited number of high net worth investors.

Who we are

James M. Fallon

James M. Fallon

Paul V. Troup

Paul V. Troup

Executive Vice President
Neal Kaplan

Neal Kaplan

Chief Investment Officer

Peer Review

Client Policy Review Committee
Manager Search Committee
Alternatives Reviews Committee

Core Competencies

Strategic Planning Quantative Consulting
Plan Implementation Global Manager Research
Monitoring & Evalution Client Report Service Proprietary Database
Education & Research Callan Investments Institute & “Callan College”

Quantative Consulting

  • Jay Kloepfer
  • Greg Allen
  • Jason Ellement, FSA, CFA, MAAA
  • Kevin Machiz, CFA, FRM
  • Julia Moriarty, CFA
  • Jim Van Heuit
  • John Pirone, CFA, FRM, CAIA
  • Gary Chang, CFA
  • Sweta Vaidya FSA, CFA, EA

Public Markets

  • Ivan “Butch” Cliff, CFA Mark Stahl, CFA
  • Amy Jones
  • Lauren Mathias, CFA Andy Iseri, CFA
  • Ho Hwang
  • David Wang
  • Mark Wood, CFA
  • Kevin Machiz, CFA, FRM
  • Nathan Wong, CFA
  • David Zee, CFA
  • Kyle Fekete, CFA
  • Irina Sushch, CFA

Private Equity

  • Pete Keliuotis, CFA
  • Gary Robertson
  • Jay Nayak
  • Mike Bise
  • Harshal Shah, CFA
  • Ashley De Luce, CAIA

Plus 6 Analysts & Support

Real Assets

  • Avery Robinson, CAIA
  • Sally Haskins
  • Barbara Bernard
  • Jan Mende
  • Lauren Sertich, CAIA
  • Jonathan Gould, CAIA

Hedge Funds

  • Jim McKee
  • Sean Lee, CFA

Defined Contribution

  • Greg Ungerman, CFA
  • Ben Taylor
  • Jamie McAllister
  • James Veneruso, CFA, CAIA
  • Jana Steele

Custody / Transition

  • Virgilio “Bo” Abesamis
  • Mark Kinoshita

Client Report Services Proprietary Database

  • Denise Steele
  • Alpay Soyoguz, CFA
  • Finn Wright
  • Amit Bansal
  • Maggie Solis

PEP Team

  • Brendan Egan
  • Perry Jurow
  • Brian Dyer

Client Report Services

  • Allie Banuelos
  • Paul McGurk
  • Stacy Chang

Plus 20 Additional Analysts & Support

Callan Investments Institute & “Callan College”

Barbara Gerraty

“Callan College”
Kathleen Cunnie

Most Callan Professionals participate as Instructors and Research Writers

We aspire to be our clients’ trusted adviser, and we gain that trust by using a consulting philosophy comprised of the following five tenets:

Embrace a client-focused consulting model

Be process-driven and results-focused

Base research on proprietary data

Maintain oversight

Collaborative approach

We'd love to hear from you. Contact us today.


6350 Lake Oconee Parkway
Suite 110-186
Greensboro, GA 30642

Phone Number