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
Dario Buechi
Vice President - Fixed Income Research

Michael Stellato
Senior Vice President, Fund Sponsor Consultant
Gary Chang
Senior Vice President and Consultant and Vice President, Capital Markets Research Group
Alex Ford
Senior Vice President, Investment Consulting
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RD
Russ Degitz
Principal
Huntington University
BH
Bob Helmer
President Emeritus
Baldwin Wallace University