Callan adds David Wong as senior vice president
Callan, an institutional investment consulting firm, has hired David Wong as a senior vice president in its alternatives consulting group.
Based in San Francisco, Wong brings decades of experience in private equity (PE) and alternatives consulting to Callan, where he will support institutional clients with implementing PE portfolios – including direct partnership evaluations, direct co-investment evaluations, and fund-of-fund searches.
Wong most recently was director of investments at San Manuel Band of Mission Indians, where he managed a multi-billion dollar sovereign wealth/endowment fund for a Native American tribe. His responsibilities included sourcing external managers, vetting co-investments, manager conviction scoring, private markets pacing, and asset allocation.
Before that, Wong was director of investments for Tresalia Asset Management and partner and head of manager research at Fiduciary Research & Consulting.
He has a master’s degree in economics from the University of Wisconsin, Madison, a master’s degree international economics and China studies from Johns Hopkins University, and a bachelor’s degree in finance from The College of William and Mary. He is also a chartered financial analyst.
"David brings tremendous value to the Callan team, including a deep understanding of the private equity and venture capital industry, as well as a passion for innovation," said Pete Keliuotis, executive vice president and head of alternatives consulting. "We expect him to be a significant contributor to our research, consulting, education, and business development efforts across alternatives at Callan."
Wong added, "I'm thrilled to join Callan to help enhance the firm's alternatives capabilities and support our clients' success in this increasingly important and complex area. The quality team, cohesive and collaborative culture, nimbleness, and total focus on client success are what drew me to the firm."
Founded in 1973 and headquartered in San Francisco, Callan advises on more than $3 trillion in total fund sponsor assets. The employee-owned investment consultancy works with pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.
Callan has more than 230 employees, according to LinkedIn, and six offices in the United States.
