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David Wong

SVP, Alternatives Consulting

David Wong is a Senior Vice President at Callan, an institutional investment consulting firm based in San Francisco. He joined Callan in December 2023, focusing on the Alternatives Consulting group, where he specializes in implementing private equity portfolios. His role involves evaluating direct partnerships, co-investments, and conducting fund-of-funds searches.12

Wong has extensive experience in private equity and alternatives consulting, having previously served as the Director of Investments for the San Manuel Band of Mission Indians. In that capacity, he managed a multi-billion dollar sovereign wealth fund, overseeing tasks such as sourcing external managers and asset allocation.12 Before that, he held significant roles at Tresalia Asset Management and Fiduciary Research & Consulting, where he was a partner and head of manager research.12

His academic credentials include:

  • Master’s degree in Economics from the University of Wisconsin-Madison
  • Master’s degree in International Economics and China Studies from Johns Hopkins University
  • Bachelor’s degree in Finance from The College of William and Mary

Wong is also a Chartered Financial Analyst (CFA), indicating his expertise in investment management.123 His addition to Callan is seen as a strategic move to enhance the firm's capabilities in private equity consulting, reflecting his strong background and commitment to client success.12

Highlights

Jan 1 · prnewswire.com
David Wong, CFA, Joins Callan's Private Equity Consulting Team
David Wong, CFA, Joins Callan's Private Equity Consulting Team
Apr 23 · callan.com
David Wong - Callan
Jan 9 · consulting.us
Callan adds Sarie Diloné as VP in alternatives consulting
Jan 7 · leadiq.com
Callan Company Overview, Contact Details & Competitors | LeadIQ
Dec 4 · consulting.us
Callan adds David Wong as senior vice president - Consulting.us
Callan adds David Wong as senior vice president - Consulting.us
Dec 4 · altassets.net
Institutional investment consulting major Callan boosts PE expertise ...

Related Questions

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What makes David Wong's approach to alternatives consulting unique?
David Wong
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Location

San Francisco Bay Area