Kevin Machiz, CFA, FRM, is a 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 a shareholder of the firm.
Prior to joining Callan i... (login for more professional bio)