David Wong, CFA, Joins Callan's Private Equity Consulting Team
The Californer/10262786

SAN FRANCISCO, Dec. 1, 2023 ~ Callan, a leading institutional investment consulting firm, has announced the addition of David Wong, CFA, to their Alternatives Consulting group as a senior vice president. Based in the San Francisco office, Mr. Wong will report to Pete Keliuotis, executive vice president and head of alternatives consulting at Callan.

Mr. Wong brings decades of private equity and broader alternatives consulting experience to the firm. He will work with Callan's institutional clients and consultants to implement private equity portfolios, including direct partnership evaluations, direct co-investment evaluations, and fund-of-funds searches.

Mr. Keliuotis commented on the addition of Mr. Wong to the team: "David brings tremendous value to the Callan team, including a deep understanding of the private equity and venture capital industry, as well as a passion for innovation. We expect him to be a significant contributor to our research, consulting, education, and business development efforts across alternatives at Callan."

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Prior to joining Callan, Mr. Wong was the director of investments at San Manuel Band of Mission Indians where he managed a multi-billion dollar sovereign wealth/endowment fund for a Native American Indian Tribe that included sourcing external managers, vetting co-investments, manager conviction scoring, private markets pacing and asset allocation. He was also previously the director of investments for Tresalia Asset Management and a partner and head of manager research at Fiduciary Research & Consulting.

Expressing his enthusiasm for joining Callan's team Mr. Wong said: "I'm thrilled to join Callan to help enhance the firm's alternatives capabilities and support our clients' success in this increasingly important and complex area...The quality team, cohesive and collaborative culture, nimbleness and total focus on client success are what drew me to the firm."

Mr. Wong holds an MS in economics from University of Wisconsin Madison; an MA in international economics & China studies from Johns Hopkins University; BBA in finance from The College of William & Mary; as well as being a holder of the right to use Chartered Financial Analyst® designation.

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