Catherine Beard

Catherine Beard

Analyst-Equity at Callan LLC

Finance
Consumer Services

Profile

Ms. Catherine Beard, CFA, is a Senior Vice President at Callan LLC.
She is also a member of the firm's Alternatives Consulting team.
Ms. Beard provides consulting and research across alternatives, with a particular focus on private credit and diversifying strategies.
She has over 20 years of experience in the alternative investment space, including investment research and portfolio management roles at banks, hedge funds, consultants, and asset management firms.
Most recently, Ms. Beard was a Principal and Director of Research at Blueprint Capital.
Highlights of her experience also include Senior Manager of the private credit portfolio at the UAW Retiree Medical Benefits Trust, alternative credit sector head at Mercer Investment Consulting, and Buy-side Credit Analyst on the Northern Trust High Yield team and UBS O'Connor’s multi-strategy hedge fund.
She received her BA in Political Science degree from the University of Kentucky and an MBA from Kelley School of Business.
She also has an Advanced French Degree from the L’University Catholique De L’Ouest.
Ms. Beard holds the Chartered Financial Analyst designation.

Catherine Beard active positions

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Analyst-Equity 2019-10-31
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Former positions of Catherine Beard

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Analyst-Equity -
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Training of Catherine Beard

University of Kentucky Undergraduate Degree
Kelley School of Business Masters Business Admin

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91

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4

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Private companies2

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Finance

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