CoverProfile

Uvan Tseng

Senior Vice President and Shareholder

Callan

United States, California, San Francisco

About Me

Uvan Tseng, CFA, is a senior vice president and investment consultant on Callan’s West Coast consulting team. Based in the San Francisco office, Uvan works with a variety of clients, including corporate defined contribution plans, and corporate and public pension plans. His responsibilities include client service, investment manager reviews, performance measurement, research and continuing education, business development and coordination of special client proposals and requests. Uvan is a member of Callan’s Defined Contribution Committee and is a shareholder of the firm. Prior to joining Callan, Uvan held positions as a research analyst/associate portfolio manager at Armory Advisors and a

View more

Profile Information

Senior Vice President and Shareholder

Callan

Investment Team,Operations Team

Investor

Consultant

San Francisco

California

United States

Jul 29, 2024

More profiles to browse

BP
Bud Pellecchia
Senior Vice President, Investment Consultant and Fund Sponsor Consultant
RP
Ron Peyton
Executive Chairman
Profile Photo
Sheila O'Halloran
Vice President, Trust Advisory Group
Profile Photo
Perry Hopper
Assistant Vice President, Associate

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc