Fanglue conducts manager due diligence and provides analytical support to our independent adviser clients.
Fanglue Zhou is a vice president in Callan’s Independent Adviser Group (IAG). Fanglue is responsible for investment manager due diligence and assists in all aspects of analytical support, including strategic planning, manager structure and performance measurement for various financial intermediary clients. Fanglue is 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. She has passed the Level II exam in the CFA Program.