Callan
Uvan Tseng, CFA, currently serves as Senior Vice President at Callan, a position held since November 2008. Prior experience includes roles as Associate Portfolio Manager and Research Analyst at Armory Advisors from March 2005 to September 2008, and Associate Portfolio Manager at Fan Asset Management from April 2000 to March 2005. Uvan began a career in finance as a Financial Advisor at Morgan Stanley from 1999 to 2000, following an early role as a Futures Associate in the Corporate Management Training Program at Franklin Templeton from 1997 to 1999. Uvan earned a Bachelor of Arts in Business Economics with an Emphasis in Accounting from UC Santa Barbara in 1997 and an MBA in Finance from Santa Clara University in 2004.
This person is not in the org chart
This person is not in any teams
Callan
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, Twitter, or Facebook pages. Callan is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or other materials from followers or third parties. Any comments posted by LinkedIn or Twitter users are those of the persons submitting them and do not represent Callan. If Callan interacts with other social media content (e.g., by "liking" or “retweeting” information, sharing links, etc.), it is not an endorsement of the individual or organization.