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
JB
Janet Becker-Wold
Senior Vice President & Manager
Alex Ford
Senior Vice President, Investment Consulting

Claire Telleen
Senior Vice President
MI
Munir Iman
Real Assets Consultant - Vice President
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation