David Zee has been a Senior Vice President, Global Manager Research in Callan Associates since 2018. Furthermore, David Zee has on-the-job experience at more than five companies using similar skills. David has a total work experience of 20+ years. David attended school at the Loyola Marymount University from 2000 to 2002. David Zee received the following certifications: Chartered Financial Analyst (Cfa), Series 3, and Series 7. David Zee can be found in Minneapolis, Minnesota – where this expert currently lives. You can find this expert's current phone and email through our search.
Name variants:
Daved Zee,
Dayvid Zee,
Dave Zee,
Davey Zee,
Davie Zee,
Davy Zee
Last updated Apr 29, 2024
Contact Information
Last Update
Jul 5, 2022
Email
ze**@callan.com, ze**@gmail.com, da**@wilshire.com
Location
Minneapolis, MN
Company
Workplace
Senior Vice President, Global Manager Research
San Francisco, CA
Industry
Investment Management, Investment Management Consulting, Asset Allocation, And Performance Measurement, Investment Advisory Service Management Consulting Services
Colleagues
Work History
Senior Vice President, Global Manager Research
600 Montgomery St, San Francisco, CA 94129
from Jan 2018
Vice President, Manager Research and Portfolio Management at Wilshire Associates
1299 Ocean Ave Suite #700, Santa Monica, CA
Senior contributing member of both the Investment Strategy Committee that sets multi-asset investment outlooks for client model portfolios and the Investment Committee that oversaw client a...
Apr 2013 — Jan 2018
Global Equity Portfolio Manager and Strategist
333 south Grand Ave, Los Angeles, CA 90071
Co-managed top-down global equity strategy, which utilized derivatives futures and swaps, fixed income securities, and optimized baskets of stocks to gain active exposures
Seasoned experie...
Jan 2006 — Mar 2013
Avp, Portfolio Manager and Investment Research Analyst
420 Montgomery St, San Francisco, CA 94129
Managed $500 million in fixed-income and balanced accounts for private bank clients
Member of the asset allocation strategy team that created recommendation guidelines for investment manag...
Sep 2001 — Dec 2005
Investment Specialist
420 Montgomery St, San Francisco, CA 94129
Provided full-service brokerage to high net worth individuals and customized solutions for small businesses
Focused on business development and co-managed $550 million of balanced portfoli...
May 1997 — Sep 2001
Education
2000 — 2002
1989 — 1994
Occupations
Executive
Senior Vice President
Manager
Vice President
Artist
Model
Managers
Analysts
Chief Executive
Operations Manager
Skills
Asset Allocation
Investment Strategies
Equities
Portfolio Management
Trading
Investment Management
Investments
Fixed Income
Asset Management
Bloomberg
Valuation
Financial Modeling
Equity Research
Wealth Management
Fixed Income Analysis
Capital Markets
Derivatives
Economics
Factset
Northfield and Barra Risk Analytics