Uvan Tseng, CFA
Senior Vice President | Fund Sponsor Consulting@ Callan + Associates
San Francisco Bay Area
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Uvan Tseng, CFA is a highly experienced consultant with 26.9 years of work experience in asset allocation, portfolio management, and investments. He has a strong background in investment management and mutual funds, with expertise in alternative investments and hedge funds. Uvan has worked at reputable companies such as Callan + Associates, Armory Advisors LLC, Fan Asset Management, Morgan Stanley, and Franklin Templeton Investments. He is currently based in the United States and is known for his skills in analysis, due diligence, and financial markets.
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Skills & Insights
Colleagues

Emails and Phone Numbers

@gmail.com
@callan.com
+1 650888****
+1 805685****
+1 408674****
+1 650486****
+1 408483****
+1 510685****
+1 408996****
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About

Consultant at Callan Associates

Work Experience

GPO Box 2087, Melbourne, Victoria, 3001, AU

Business Consulting and Services

1
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Uvan Tseng, CFA's Professional Milestones

  • Senior Vice President | Fund Sponsor Consulting (2008-11-01~): Guiding clients into successful fund sponsoring projects, driving company growth and fostering a positive financial world.
  • Corporate Management Training Associate (1997-01-01~1999-01-01): Enhanced professional development and training program, resulting in a comprehensive training program.
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Education

Santa Clara University
Santa Clara University

Finance,

Master Of Business Administration,

Masters

2001-2004