Uvan Tseng

Mr. Uvan Tseng, CFA MBA, is a Senior Vice President at Callan LLC.
He works with a variety of fund sponsor 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.
Mr. Tseng is a member of Callan’s Inclusion, Defined Contribution and ESG Committees.
He is a shareholder of the firm.
Prior to joining Callan, Mr. Tseng held positions as a Research Analyst/Associate Portfolio Manager at Armory Advisors and as an Associate Portfolio Manager at Fan Asset Management.
Prior to that, he was a Financial Advisor with Morgan Stanley.
He began his career at Franklin Templeton in the corporate management training program.
He received his BA in Business Economics degree from the University of California, Santa Barbara and his MBA in Finance from Santa Clara University.
He is also a holder of the Chartered Financial Analyst designation, a member of CFA Institute and the CFA Society of San Francisco.