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

Uvan Tseng
Senior Vice President and Shareholder
Callan
United States, California, San Francisco
About Me
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
Nicole Wubbena
Senior Vice President - Global Manager Research
AH
Anne Heaphy
Senior Vice President, Fund Sponsor Consulting
John Jackson
Senior Vice President
Joe Mcguane
Senior Vice President, Alternatives Consulting
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc