Kevin Machiz

Kevin Machiz

Portland, OR
Localization pin icon
Portland, OR

Committees & Areas of Interest

Multi-Asset Class

Kevin is the head of Callan’s multi-asset class research effort and a shareholder of the firm.

Kevin Machiz, CFA, FRM, is a senior vice president and 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 and is a shareholder of the firm.

Prior to joining Callan in 2014, Kevin was a senior associate product manager at Franklin Templeton Investments, 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 CFA Institute and CFA Society Portland. He is a Certified Financial Risk Manager.

Most Recent Research

In the News

Want to reach a member of our team? Contact Callan today.

Callan Family Office

You are now leaving Callan LLC’s website and going to Callan Family Office’s website. Callan Family Office is not affiliated with Callan LLC.  Callan LLC has licensed the Callan® trademark to Callan Family Office for use in providing investment advisory services to ultra-high net worth clients, family foundations, and endowments. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Callan LLC is not responsible for the services and content on Callan Family Office’s website. Inclusion of this link does not constitute or imply an endorsement, sponsorship, or recommendation by Callan LLC of their website, or its contents, and Callan LLC is not responsible or liable for your use of it. When visiting their website, you are subject to Callan Family Office’s terms of use and privacy policies.