Stacy Chang, CFA, is a Vice President in Callan’s Client Report Services group. Stacy is currently responsible for a number of Callan’s largest client reporting relationships including calculating investment returns and running analytics for quarterly and monthly books. In addition to her client workload, she is in charge of managing the daily operations of the Client Report Services team including: onboarding, training and managing the junior analysts as well as executing department-wide trainings. Stacy is currently the head of the Callan Internship program which focuses on the career development of students and introduction to Institutional Consulting. The internship cultivates promising candidates for future opportunities at Callan. Stacy is a member of Callan's Inclusion Committee and is a shareholder of the firm.
Stacy earned a BS in Managerial Economics and Psychology from the University of California, Davis. While at Davis, Stacy was a research assistant for the Simonton Creativity Lab and Asian American Center for Disparities and Research. She is a holder of the right to use the Chartered Financial Analyst® designation.