Verified recordFinancial Services

Corey Schier

Senior Vice President Shareholder at Callan

Based in Atlanta, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Atlanta

Industry

Financial Services

Company size

273

Contact information

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Email

1 credit

c•••••••@callan.com

Phone

5 credits

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Background

About Corey Schier

I've conducted manager research / due diligence for over 24 years in nearly all asset classes, including equities (US, Non-US, & Global), alternatives, and digital assets. Due diligence includes evaluating a manager's organization/business, investment team, investment process, risk management, performance, operational due diligence, capacity management, negotiating fees/minimums, and portfolio characteristics. ODD review includes operations, compliance, trading, legal & regulatory, technology, and cyber-security evaluations.

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