Callan promotes Uvan Tseng to leader of its West Coast consulting team
Callan, an institutional investment consulting firm, has promoted Uvan Tseng to manager of its West Coast consulting team.
Based in the firm’s San Francisco headquarters, the senior vice president will lead a team of 11 consultants in California and the Pacific Northwest. Tseng will report to Greg DeForrest, head of Callan’s client consulting group, who managed the West Coast team since 2014.
Tseng is also currently a member of Callan’s management committee and defined contribution committee.
He has over 25 years of industry and consulting experience in asset management. Prior to joining Callan in 2008, Tseng was an associate portfolio manager at Armory Advisors and Fan Asset Management. Earlier in his career, he was a financial advisor at Morgan Stanley.
Tseng has an MBA from Santa Clara University and a bachelor’s degree in business economics from the University of California, Santa Barbara, and is a certified financial analyst.
"Uvan has been an invaluable member of the West Coast team since he joined the firm almost 17 years ago," said DeForrest. "He has a distinguished track record of both partnering with clients and leading coworkers."
Callan was founded in 1973 and 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’s practices include strategic planning, performance and risk monitoring, alternatives consulting, manager evaluation and selection, and ESG.
The consulting firm has 250+ employees, according to LinkedIn, and offices in San Francisco, Portland, Denver, Chicago, Atlanta, and Summit, NJ.
"Callan is a truly special place to develop a career in investment consulting," said Tseng. "I look forward to continuing helping my team and clients navigate challenges and seize the opportunities presented in this dynamic industry."
