Barbara has a deep real estate background with broad experience with major and alternative property types.
Barbara Bernard is a senior vice president in Callan’s Real Assets Consulting group, leading research efforts for real estate non-core strategies, as well as real estate debt and agriculture. She is responsible for strategic planning, implementation, and performance oversight of real assets portfolios, and the evaluation of managers and their respective real estate products for plan sponsor clients. This due diligence process includes meeting and coordinating with investment managers regarding various strategies, investment processes, track records, and organizational structures. Barbara is a shareholder of the firm.
Prior to joining Callan in 2017, Barbara held positions with CCM U.S. LLC, a real estate investment firm, J.P. Morgan Investment Management, and Spaulding & Slye. She is an accomplished investment professional with a proven track record in developing, investing, managing, valuing, selling, and financing complex real estate portfolios on behalf of institutional investors. She has broad experience with major and alternative property types across U.S. markets, global real estate, and private equity fund investing.
Barbara received an MBA from the Kellogg Graduate School of Management, Northwestern University and a BS from West Virginia University.