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Biography

Mr. Kwan is a Partner in the El Segundo office. Within Cerity Partners’ Institutional Investment consulting practice, Mr. Kwan helps institutional investors optimize their portfolios through developing and implementing investment strategies, navigating capital markets, managing risk, and improving governance policies. He leads client engagements as both a strategic advisor and an OCIO. In addition, he is the public sector head and a member of the Alternative Investment Committee.

Prior to joining Cerity Partners, Mr. Kwan served as Managing Director at Verus, a leading institutional investment advisory firm that merged with Cerity Partners in 2026. Previously, he held a position at William O’Neil & Company.

Learn more about my practice.

Education

  • BS – Finance – California State University, Long Beach
  • MBA - University of Southern California - Marshall School of Business

Highlights

  • Member of the CAIA Southwest Executive Board

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.