Callan Hires Securities Industry Veteran Mark Kinoshita to Augment Custody Consulting Practice

SAN FRANCISCO--(BUSINESS WIRE)--To accommodate the rapid growth in demand for its trust, custody and securities lending services, Callan hired Mark Kinoshita as vice president on October 1. Mr. Kinoshita is based in Callan’s headquarters in San Francisco and will report to Virgilio “Bo” Abesamis, executive vice president of Callan’s Trust, Custody and Securities Lending group.

“Callan prides itself in helping clients attain their return objectives not solely through performance, but also through the underbelly of operations—seeking out operational efficiencies and cost containment”

For nearly 20 years, Mr. Kinoshita has worked in the securities processing industry at large financial institutions; gaining a comprehensive understanding of every facet of the business. His experience includes working with all constituent levels at public funds, corporate and Taft-Hartley pension plans, foundations, endowments, corporate treasury and banks and insurance companies. He has extensive experience in settlement operations, client reporting, client systems consulting, product and business development and project management.

“I have known Mark for many years and have always found him to be an honest, thoughtful, bold and collaborative person with the highest ethical standards; I am very happy to welcome him to the Callan custody team,” said Abesamis. “Not only is the breadth of his knowledge and familiarity with every aspect of custody and back-office operations impressive, but he’s truly committed to providing the highest-quality, personable service to clients—a Callan hallmark.”

In his new role, Mr. Kinoshita will be responsible for staying on the forefront of custody trends that could impact clients’ back office and operational functionality, assessing clients’ operational structures to ensure they are efficient and incorporate industry best practices, and expanding the firm’s custodial research and consulting capabilities and product offerings.

“Callan prides itself in helping clients attain their return objectives not solely through performance, but also through the underbelly of operations—seeking out operational efficiencies and cost containment,” said Abesamis.

Prior to joining Callan, Mr. Kinoshita was a business development officer in the Institutional Services Group at Comerica Bank where he was responsible for trust, custody, securities lending, short-term investment products and asset management. Mr. Kinoshita also held positions at Bank of New York Trust Company, N.A. and Bank of America, both in San Francisco, as vice president, Plan Sponsor Services and assistant vice president, Global Securities Services, respectively.

“It’s an honor to join a firm as highly respected and influential as Callan,” said Kinoshita. “I am excited to have the opportunity to work alongside such a talented group of professionals that are keenly focused on helping clients meet their business objectives, ensuring each client receives the tailored consulting advice they deserve.”

“For more than 25 years, our trust, custody and securities lending services have been valued by our clients, but over the past 4 years as clients face an increasingly complex and volatile marketplace, regulatory changes and spiked interest in alternatives investments, they are requesting our consulting services with an expanding frequency,” said Abesamis. “With Mark onboard, it will ensure we have the extra bandwidth to help clients navigate a very dynamic and evolving investment field.”

Mr. Kinoshita graduated with a BA in Political Science from the University of California, Santa Barbara.

About Callan Associates:

Founded in 1973, Callan Associates is one of the largest independently-owned investment consulting firms in the country. Headquartered in San Francisco, Calif., the firm provides research, education, decision support and advice to a broad array of institutional investors through four distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group, and the Trust Advisory Group. Callan employs more than 170 people and maintains four regional offices located in Denver, Chicago, Atlanta and Summit, NJ. For more information, visit www.callan.com.