David is responsible for research and analysis of U.S. equity investment managers.
David Wang is a vice president and U.S. equity investment consultant in Callan’s Global Manager Research group. He is responsible for research and analysis of U.S. equity investment managers and assists plan sponsor clients with U.S. equity manager searches. He meets regularly with investment managers to develop an understanding of their strategies, products, investment policies, and organizational structures. David is a shareholder of the firm.
Prior to joining Callan in 2018, David was an analyst working on the asset management and insurance brokerage teams at Moody’s Investor Services. Prior to that, David worked at UBS, where he was a credit strategist responsible for non-financial corporate bond coverage.
David earned a BE in mechanical engineering and MS in financial engineering from Stevens Institute of Technology.