Gary is a member of CFA Institute and CFA Society San Francisco.
Gary Chang, CFA, is a senior vice president and consultant in the Capital Markets Research group. He is responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, developing optimal investment manager structures, and providing research on investment topics. He is a shareholder of the firm.
Gary joined Callan in 2014. Prior to joining the Capital Markets Research group in 2018, he was a senior analyst in the Measurement Development group where he was responsible for performance measurement analytics, product development, and custom projects and initiatives.
Gary earned a BA in economics from Harvard University and has earned the right to use the Chartered Financial Analyst® designation. He is a member of CFA Institute and CFA Society San Francisco.