David is the fixed income asset class lead in Callan's Global Manager Research group.
David Zee, CFA, is a senior vice president and fixed income asset class lead in Callan’s Global Manager Research group. David drives the fixed income market research, identifies emerging themes within the asset class, and collaborates with Callan’s Capital Markets Research team on manager structure best practices. He is also involved in mentoring and training new hires.
As an investment consultant, he is responsible for researching and analyzing fixed income and private credit investment managers, and assists plan sponsor clients with manager searches. David meets regularly with investment managers to develop an understanding of their strategies, products, investment policies, and organizational structures.
Prior to joining Callan in 2018, David was a vice president at Wilshire Associates, a member of its Fixed Income Manager Research group, and a voting member of its investment committee and investment strategy committee. Prior to Wilshire, he was a portfolio manager and strategist at Payden & Rygel where he co-managed a top-down global equity strategy, which utilized derivatives futures and swaps, fixed income securities and optimized baskets of stocks to gain active exposures. David has also worked at Wells Fargo as a portfolio manager and research analyst.
David received his MBA in finance from Loyola Marymount University, and graduated with a BS in biology and a minor in economics from the University of California, San Diego. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Los Angeles.