Uvan leads the West Coast consulting team.
Uvan Tseng, CFA, is a senior vice president and manager of Callan’s West Coast consulting team. Based in San Francisco, Uvan works with a variety of clients, including corporate and public defined benefit plans, corporate defined contribution plans, endowments, and foundations. He is a member of Callan’s Management Committee and Defined Contribution Committee. He is also a shareholder of the firm.
Uvan joined Callan in 2008 as an investment consultant and became the head of the West Coast Consulting team in 2025. Prior, he held positions as a research analyst/associate portfolio manager at Armory Advisors, an associate portfolio manager at Fan Asset Management, and a financial adviser with Morgan Stanley. Uvan began his career at Franklin Templeton in the corporate management training program.
Uvan earned an MBA in finance from Santa Clara University and a BA in business economics from the University of California, Santa Barbara. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society San Francisco.