Stacy co-manages Callan's Client Report Services team.
Stacy Chang Levin, CFA, is a senior vice president and co-manager of Callan’s Client Report Services (CRS) group. She is responsible for overseeing the collection, validation, and management of data for client reports, as well as the hiring and training of CRS analysts. She also collaborates with developers to re-implement performance analytics and to develop and test new analytics. Stacy is a shareholder of the firm.
Stacy joined Callan in 2012 as a junior analyst in CRS and began co-managing the group in 2015.
Stacy graduated summa cum lade from the University of California, Davis, with a BS in managerial economics and psychology. She is a holder of the right to use the Chartered Financial Analyst® designation.