Uvan Tseng Elevated to Head Callan’s West Coast Consulting Division

Uvan Tseng Elevated to Head Callan's West Coast Consulting Division

In a significant move, Callan, a leading institutional investment consulting firm, revealed today the promotion of Uvan Tseng, CFA, to manage its West Coast Consulting team. This advancement reflects not only Tseng's commitment and expertise but also his pivotal role in the firm’s continued success. Reporting directly to Greg DeForrest, CFA, who has been at the helm of the overall client consulting group since 2014, Tseng’s elevation solidifies Callan’s strategic focus on client relationships in a dynamically evolving market.

A Testament to Longstanding Commitment

Uvan Tseng has been an indispensable part of Callan's West Coast team for nearly 17 years, where he has consistently demonstrated a remarkable capacity for fostering client relationships and guiding his peers. "Uvan has been an invaluable member of the West Coast team since he joined the firm almost 17 years ago," remarked DeForrest. His extensive experience not only positions him well for his new role but also assures clients of continuity in leadership.

As the senior vice president and now the manager of the West Coast consulting team, Tseng will oversee a group of 11 consultants while continuing to engage with Callan's diverse clientele, ensuring they receive tailored consulting services that reflect their unique needs. Moreover, as a member of both Callan's Management Committee and Defined Contribution Committee, Tseng's influence on the firm’s strategic direction is set to expand, underscoring his vital role within the organization.

A Vision for the Future

Tseng is based in Callan’s San Francisco headquarters, where he leads a dynamic team that serves clients primarily in California and the Pacific Northwest. "Callan is a truly special place to develop a career in investment consulting," Tseng expressed, highlighting his enthusiasm for continuing to assist his colleagues and clients alike. His collaboration with long-serving partners has not only enriched his professional journey but also contributed to building robust investment programs that align with client objectives.

Tseng’s educational background further reinforces his qualifications; he holds an MBA in finance from Santa Clara University and a bachelor’s degree in business economics from the University of California, Santa Barbara. Additionally, as a holder of the Chartered Financial Analyst® designation, Tseng is recognized within the industry as a knowledgeable leader highly regarded for his insights into investment strategies. He is an active member of both the CFA Institute and the CFA Society San Francisco.

About Callan

Founded in 1973 as an employee-owned investment consulting firm, Callan has gained a reputation for providing innovative and customized investment solutions, underpinned by proprietary research and robust data analysis. At present, Callan advises institutional clients with assets exceeding $3 trillion, positioning it amongst the largest independent investment consulting firms in the United States. The firm's client-centric consulting model effectively addresses the needs of various asset owners, including pension plans, endowments, and foundations.

With six offices across the country, Callan is steadfast in its commitment to delivering unparalleled consulting services that help clients navigate complex investment landscapes. Learn more about their services at callan.com.

Conclusion

Uvan Tseng’s promotion marks a new chapter for both him and Callan, channeling a wealth of experience and dedication into leading the West Coast Consulting team. As he steps into this leadership role, clients can expect to benefit from not only his expertise but also the collaborative spirit he fosters within his team, ensuring that Callan continues to lead in investment consulting excellence.