Profil
Mr. Uvan Tseng, CFA MBA, is a Senior Vice President at Callan LLC.
He works with a variety of fund sponsor clients including corporate defined contribution plans and corporate and public pension plans.
His responsibilities include client service, investment manager reviews, performance measurement, research and continuing education, business development and coordination of special client proposals and requests.
Mr. Tseng is a member of Callan’s Inclusion, Defined Contribution and ESG Committees.
He is a shareholder of the firm.
Prior to joining Callan, Mr. Tseng held positions as a Research Analyst/Associate Portfolio Manager at Armory Advisors and as an Associate Portfolio Manager at Fan Asset Management.
Prior to that, he was a Financial Advisor with Morgan Stanley.
He began his career at Franklin Templeton in the corporate management training program.
He received his BA in Business Economics degree from the University of California, Santa Barbara and his MBA in Finance from Santa Clara University.
He is also a holder of the Chartered Financial Analyst designation, a member of CFA Institute and the CFA Society of San Francisco.
Ehemalige bekannte Positionen von Uvan Tseng
Unternehmen | Position | Ende |
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Fan Asset Management LLC
Fan Asset Management LLC Investment ManagersFinance Founded by Stephen Fan in 1996, Fan Asset Management LLC is a registered investment advisor located in Santa Clara, California. | Analyst-Equity | 15.01.2005 |
Franklin Templeton Distributors, Inc.
Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The company is based in San Mateo, CA. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Armory Advisors LLC
Armory Advisors LLC Investment ManagersFinance Armory Advisors LLC is an independent hedge fund manager headquartered in San Rafael, California with an additional office in New York City. The firm manages the Armory Funds for high net-worth investors. | Corporate Officer/Principal | - |
Ausbildung von Uvan Tseng
Santa Clara University | Masters Business Admin |
University of California, Santa Barbara | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
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Franklin Templeton Distributors, Inc.
Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The company is based in San Mateo, CA. | Finance |
Armory Advisors LLC
Armory Advisors LLC Investment ManagersFinance Armory Advisors LLC is an independent hedge fund manager headquartered in San Rafael, California with an additional office in New York City. The firm manages the Armory Funds for high net-worth investors. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Fan Asset Management LLC
Fan Asset Management LLC Investment ManagersFinance Founded by Stephen Fan in 1996, Fan Asset Management LLC is a registered investment advisor located in Santa Clara, California. | Finance |