Nathan Wong Vice President

Nathan is a fixed-income specialist in our San Francisco office. He is a shareholder of the firm.

Nathan Wong, CFA, is a Vice President and investment consultant in Callan’s Global Manager Research group, specializing in fixed income and private credit. He is responsible for researching and analyzing fixed income and private credit investment managers, and he assists plan sponsor clients with fixed income and private credit 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 and 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 the CFA Institute and the CFA Society of San Francisco.

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