Fanglue conducts manager due diligence and provides analytical support to our independent adviser clients.
Fanglue Zhou, CFA, is a senior vice president in Callan’s Independent Adviser Group (IAG). Fanglue is responsible for providing client service to IAG member firms, covering various areas including asset allocation, manager structure, and manager research. She also conducts investment manager due diligence with a focus on global, international, and emerging markets equity. Fanglue is a member of Callan’s Client Policy Review Committee and a shareholder of the firm.
Fanglue joined Callan in 2014. Before joining IAG, Fanglue was an assistant vice president in the Client Report Services group. She was responsible for the production of performance measurement reports for corporate and public defined benefit and defined contribution plans.
Fanglue earned a BS with double majors in mathematics and economics from the University of Michigan, Ann Arbor. Fanglue is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society San Francisco.