Uvan Tseng Takes the Helm of Callan's West Coast Team
Uvan Tseng Takes Charge of Callan's West Coast Consulting Team
Callan, a reputed institutional investment consulting firm, is excited to announce the promotion of Uvan Tseng, CFA, to the role of manager of its West Coast Consulting team. This strategic move reflects Callan's commitment to fostering leadership and expertise within its ranks.
Celebrating a Seasoned Professional
Uvan Tseng has been a remarkable asset to Callan’s West Coast team, contributing nearly 17 years of dedicated service. Greg DeForrest, CFA, who leads the firm's client consulting group, expressed his enthusiasm about Uvan's promotion: "Uvan has been an invaluable member of the West Coast team since he joined the firm almost 17 years ago. He has a distinguished track record of both partnering with clients and leading coworkers." This endorsement highlights Uvan's ability to inspire and guide his peers.
Role and Responsibilities
As a senior vice president and manager, Mr. Tseng will not only oversee a team of 11 skilled consultants but also maintain his relationships with a diverse portfolio of clients. His leadership extends beyond mere management; he also serves on Callan’s Management Committee and Defined Contribution Committee, all while holding equity in the firm. This multi-faceted role reflects his deep commitment to both the company and Its clients.
Passion for Client Collaboration
While addressing his new role, Mr. Tseng remarked, "Callan is a truly special place to develop a career in investment consulting. Since joining the firm, I have enjoyed collaborating with long-tenured colleagues to build successful investment programs for Callan's clients." His drive to assist both his team and clients demonstrates a passion for navigating the ever-changing finance landscape. Uvan’s team prominently includes consultants in California and the Pacific Northwest, emphasizing the firm’s broad geographic outreach.
Educational Background and Qualifications
Uvan Tseng is not only highly skilled but also well-educated. He earned his MBA in finance from Santa Clara University and holds a BA in business economics from the University of California, Santa Barbara. Additionally, he has achieved the prestigious Chartered Financial Analyst® designation, and is an active member of both the CFA Institute and the CFA Society in San Francisco, showcasing his dedication to professional development.
About Callan
Founded in 1973 as an employee-owned investment consulting firm, Callan has established itself as a trusted partner for institutional clients. The company specializes in providing tailored investment solutions, powered by proprietary research and dedicated education. With over $3 trillion in total assets under advisement, Callan stands as one of the largest independently owned investment consulting firms in the U.S. Their client-focused consulting model serves a wide range of asset owners, including pension plans, endowments, and foundations. Callan operates six offices across the country, reinforcing its commitment to accessibility and service.
Media Contact
For media inquiries, please contact:
Elizabeth Anathan
415-274-3020
Frequently Asked Questions
Who has been promoted at Callan?
Uvan Tseng has been promoted to manager of Callan's West Coast Consulting team.
What is Uvan Tseng's professional background?
Uvan has nearly 17 years of experience at Callan and holds an MBA in finance.
What roles does Uvan Tseng hold at Callan?
Uvan is a senior vice president, team manager, and member of the Management and Defined Contribution Committees.
About how much does Callan manage?
Callan advises on over $3 trillion in total assets.
When was Callan founded?
Callan was founded in 1973 and is an employee-owned investment consulting firm.
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