Kevin Machiz, CFA, FRM, is a Vice President and a consultant in Callan's Capital Markets Research group. 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. Kevin is also the head of Callan’s Multi-Asset Class research effort. He is a shareholder of the firm.
Prior to joining Callan in 2014, Kevin was a Senior Associate Product Manager at Franklin Templeton Investments. At Franklin, he was responsible for coverage of global fixed income strategies.
Kevin earned a BBA from Temple University with majors in Finance and International Business Administration (minor in Spanish). Kevin is a holder of the right to use the Chartered Financial Analyst® designation and is a member of the CFA Society of San Francisco and the CFA Institute. He is a Certified Financial Risk Manager.