![Kevin Machiz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Kevin Machiz, CFA, is a Senior Vice President & Consultant at Callan LLC.
He is part of the Callan’s Capital Markets Research group where he is responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics.
Mr. Machiz is also the head of Callan’s multi-asset class research effort, is a member of Callan’s Insurance Focus Group, and is a shareholder of the firm.
Prior to joining Callan in 2014, Mr. Machiz was a Senior Associate Product Manager at Franklin Templeton Investments, responsible for coverage of global fixed income strategies.
He earned a BBA from Temple University with majors in Finance and International Business Administration (minor in Spanish).
He is a holder of the right to use the Chartered Financial Analyst designation and is a member of CFA Institute and CFA Society Portland.
He is a Certified Financial Risk Manager.
Postes actifs de Kevin Machiz
| Sociétés | Poste | Début |
|---|---|---|
Callan LLC
 Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. | Analyst-Equity | 01/08/2014 |
Anciens postes connus de Kevin Machiz
| Sociétés | Poste | Fin |
|---|---|---|
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Corporate Officer/Principal | - |
Formation de Kevin Machiz
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Finance |
Callan LLC
Callan LLC Investment ManagersFinance Callan applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. | Finance |
Temple University (Pennsylvania)
 Temple University (Pennsylvania) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
