Nathan Wong, CFA, is a Vice President and a fixed income investment consultant in Callan's Global Manager Research group. He is responsible for research and analysis of fixed income investment managers and assists plan sponsor clients with fixed income manager searches. In this role, Nathan meets regularly with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures. He is a member of Callan's ESG Committee. He is a shareholder of the firm.
Prior to joining Callan in 2014, Nathan was a Manager of Investment Strategy & Research at Aspiriant Wealth Management. At Aspiriant, he was responsible for coverage of fixed income strategies.
Nathan earned a BS in International Business Administration from the University of San Francisco. Nathan is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and the CFA Society of San Francisco.