Michael Joecken
Senior Vice President at Callan LLC
- Role
- Senior Vice President at Callan
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Michael Joecken
Mike works with a variety of plan sponsor clients across the Midwest region, including corporate and public defined benefit plans, corporate defined contribution plans, and endowments and foundations. His client responsibilities include strategic planning and implementation, investment manager review, continuing education and the coordination of special projects.
Experience
Senior Vice President
Apr 2014 — Present · Milwaukee, WI, US
Mike works with a variety of plan sponsor clients across the Midwest region, including corporate and public defined benefit plans, corporate defined contribution plans, and endowments and foundations. His client responsibilities include strategic planning and implementation, investment manager review, continuing education and the coordination of special projects. Michael is a shareholder of the firm, and a member of Callan\'s Manager Search and Defined Contribution Committees.Mike joined Callan in as a member of Callan\'s Institutional Consulting Group, and was responsible for supporting investment manager clients in the East, Southeast, and Midwest.Mike received his MBA in Finance and Management from Northwestern University\'s Kellogg School of Management. He earned a B.S. in Finance from the University of Dayton. His work experience also includes positions at Morgan Stanley Dean Witter and Ameritech.
Education
University of Dayton
BS, Finance
1996 — 2000
Northwestern University - Kellogg School of Management
MBA, Finance, Orgnizational Management
2006 — 2008
Skills
- Equities
- Performance Measurement
- Defined Benefit
- Asset Allocation
- Fund of Funds
- Investment Policy
- Investment Strategies
- Alternative Investments
- Private Equity
- Attribution
- Endowments
- Capital Markets
- Institutional Clients
- Pensions
- Foundations
- Bonds
- Investments
- Due Diligence
- Hedge Funds
- Performance Attribution
- Institutional Marketing
- Pension Funds
- Fixed Income
- Asset Management
- Institutional Investors
- Client Service
- Portfolios
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