David Zee

David Zee, CFA, has extensive experience in the investment industry. Currently serving as the Head of Research Technology at Callan, David is responsible for providing leadership and conducting comprehensive research on fixed income asset classes. Prior to this, David held roles at Wilshire Associates, Payden & Rygel, and Wells Fargo, where David managed portfolios, conducted due diligence, and provided customized solutions to clients. With a background in finance and biology, David is a seasoned professional in investment management and research.