Profile
Ms. Karen C.
Heifferon is a Vice President at Callan LLC.
She works with a variety of fund sponsor clients including corporate defined contribution plans, endowments, and foundations.
Her responsibilities include client service, investment manager reviews, performance evaluation, research and continuing education, business development, and coordinating special client proposals, and requests.
Ms. Heifferon is a member of Callan's ESG Committee.
Prior to joining Callan, Ms. Heifferon was a senior investment consultant with Beacon Pointe Advisors.
In this role, she served as a consultant to corporations, endowments, foundations, universities, faith-based organizations, hospitals, and professional associations.
She was also responsible for review of ESG strategies and also co-founded AfterCollege, Inc.
She received her BS in Biochemistry degree from Pacific Union College, a graduate degree from Loma Linda University and an MBA from the University of California, Irvine.
Former positions of Karen Chung-ok Heifferon
| Companies | Position | End |
|---|---|---|
AfterCollege, Inc.
 AfterCollege, Inc. Internet Software/ServicesTechnology Services AfterCollege, Inc. provides online services for job and internship seekers. It operates a network platform that connects college students, alumni, and employers through faculty and career networks at colleges and universities. The company was founded by Roberto Angulo, Ana Bertran Ortiz, Karen Chungok Heifferon, and Brian Heifferon in 1999 and is headquartered in San Jose, CA. | Founder | - |
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Analyst-Fixed Income | - |
Training of Karen Chung-ok Heifferon
| Pacific Union College | Undergraduate Degree |
| Loma Linda University | Graduate Degree |
| University of California, Irvine | Masters Business Admin |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe Advisors LLC (Beacon Pointe) is the asset management subsidiary of Beacon Pointe Advisors Holdings LLC, headquartered in Newport Beach, California. The firm was founded in 2002 by Matthew Cooper, Shannon Eusey, Mollie Rosing, Douglas Allison, Felix Lin, and Garth Flint, and is ultimately held by KKR North America XIII (Polyphony) Blocker LLC. Beacon Pointe offers discretionary and non-discretionary investment and non-investment-related consulting services and investment advisory services to institutional and individual clients. | Finance |
AfterCollege, Inc.
AfterCollege, Inc. Internet Software/ServicesTechnology Services AfterCollege, Inc. provides online services for job and internship seekers. It operates a network platform that connects college students, alumni, and employers through faculty and career networks at colleges and universities. The company was founded by Roberto Angulo, Ana Bertran Ortiz, Karen Chungok Heifferon, and Brian Heifferon in 1999 and is headquartered in San Jose, CA. | Technology Services |
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