Mr. Kwan advises a broad range of institutional investors on a variety of issues including asset allocation, investment strategies, capital markets, macroeconomics, risk management, and governance. Clients include corporate sponsored defined benefit and defined contribution plans, endowments, multi-employer trust funds, and public pensions. He is a member of the Alternative Investments Committee, the Global Investment Performance Standards (GIPS) Committee, and the 401(k) Committee.
He also collaborates with various teams on business development, regularly speaks at industry conferences, and is a shareholder of the firm. Prior to joining Verus in 2013, Mr. Kwan spent several years in various capacities with William O’Neil & Company, an equity research firm based in Los Angeles. His experience spans both research and consulting, with focuses on top-down and bottom-up analysis, security selection, portfolio construction, and client relationship management.
Mr. Kwan holds a master of business administration (MBA) degree from the University of Southern California – Marshall School of Business and a bachelor of science (BS) degree in finance from California State University, Long Beach. He is a Chartered Financial Analyst (CFA) charterholder, a Chartered Alternative Investments Analyst (CAIA) charterholder, and sits on the CAIA SoCal Executive Board.
