Stacy manages the daily operations of Callan's Client Report Services team.
Stacy Chang Levin, CFA, is a senior vice president in Callan’s Client Report Services (CRS) group. She is responsible for a number of Callan’s largest client reporting relationships, including calculating investment returns and running analytics for quarterly and monthly books. In addition, she is in charge of managing the daily operations of the CRS team, including onboarding, training, and managing the junior analysts, as well as executing department-wide trainings. Stacy is a shareholder of the firm.
Stacy graduated summa cum lade from the University of California, Davis, with a BS in managerial economics and psychology. While there, she was a research assistant for the Simonton Creativity Lab and Asian American Center for Disparities and Research. She is a holder of the right to use the Chartered Financial Analyst® designation.