Nathan A. Wong

Nathan A. Wong

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Finance
Consumer Services

Perfil

Mr. Nathan A.
Wong
, CFA, is Vice President at Callan Associates, Inc. Mr. Wong is responsible for research and analysis of fixed income investment managers and assists plan sponsor clients with fixed income manager searches.
In this role, he meets regularly with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures.
Prior to joining Callan in 2014, he was a Manager of Investment Strategy & Research at Aspiriant Wealth Management.
At Aspiriant, he was responsible for coverage of fixed income strategies.
Mr. Wong received his BS in International Business Administration from the University of San Francisco.

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Analyst-Equity 31/12/2013
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Formación de Nathan A. Wong.

University of San Francisco Undergraduate Degree

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