Executive Vice President, Research
Callan and Associates
Jay V. Kloepfer is an Executive Vice President and the Director of Capital Markets Research. The Capital Markets Research group helps Callan’s fund sponsor clients with their strategic planning, conducting asset allocation and asset/liability studies, developing optimal investment manager structures, evaluating defined contribution plan investment lineups and providing custom research on a variety of investment topics. He is a member of Callan's Management and Institute Advisory Committees and is a shareholder of the firm.
Jay is the author of the "Callan Periodic Table of Investment Returns," which he created in 1999.
Prior to joining Callan, Jay was a Senior Economist and the Western Regional Manager for Standard & Poor's DRI. Jay earned an MA in Economics from Stanford and a BS with honors in Economics from the University of Oregon.