Kevin Machiz, CFA, FRM, is a Vice President and a fixed income investment consultant in Callan's Global Manager Research group. He is responsible for research and analysis of fixed income investment managers and assists plan sponsor clients with fixed income manager searches. In this role, Kevin meets regularly with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures. 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.