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David Wong, CFA, Joins Callan's Private Equity Consulting Team

Dec 01, 2023over 1 year ago

Position

Senior Vice President

Company

Callan

David Wong
San FranciscoFinancial Services

Description

Callan, a leading institutional investment consulting firm, announced today that David Wong, CFA, joined the firm's Alternatives Consulting group as a senior vice president. Based in the San Francisco office, Mr. Wong reports to Pete Keliuotis, executive vice president and head of alternatives consulting at Callan.

Company Information

Company

Callan

Location

San Francisco, California, United States

About

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR.

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