Consulting Veterans Join Callan Associates

Posey and Simmons will join the firm as Senior Vice Presidents in Callan’s Fund Sponsor Consulting group in Chicago. Four other key business professionals from R&T—renamed Nuveen Investment Solutions (NIS) in 2008—will also join Callan: Sandra Weiskirch, CFA, Vice President and Senior Quantitative Analyst; Edward Kunzman, Vice President and Director of Investment Analysis; Ann Dee, Vice President of Marketing and Client Service; and Charles McPike, Managing Director and Chief Information Officer.

Simmons is President and Managing Director of Nuveen Investment Solutions and helps NIS clients with issues including the establishment and monitoring of investment policy, risk budgeting, the structuring of multiple-manager teams, and performance attribution and risk analysis. From 1999 to 2007 he served in many roles at R&T, finishing as principal and senior consultant on several of the firm’s institutional retainer relationships. Before joining R&T, Simmons was in equity research and analysis and risk management following his retirement from professional baseball.

Simmons earned a BA in English (cum laude) and an MBA with an emphasis in Financial Trading and Practice, both from Saint Xavier University. He is a Chartered Financial Analyst charterholder and an active member of a number of organizations, including the CFA Society of Chicago, the CFA Institute, the Economic Club of Chicago, the Executives’ Club of Chicago, the Chicago Council on Global Affairs, and the Association of Professional Ball Players of America.

Posey has been in the institutional investment industry for more than 30 years. She is Managing Director and Chief Operations Officer for Nuveen Investment Solutions and Chair of NIS’ Investment Committee. She joined R&T in 1993 as a principal and served as a senior consultant to a broad range of institutional fund sponsor clients. Prior to joining R&T, Posey was Vice President of Kemper Asset Management where she built out and was responsible for the client service efforts for Kemper’s institutional business. Posey began her career at Household International and eventually served as manager of pension investments, responsible for coordinating the investment programs for the firm’s defined benefit plans.

Posey earned a BA from Purdue University and an MBA in Finance from DePaul University (with distinction).