Profile
Mr. Kevin Machiz, CFA, is a Vice President at Callan LLC.
He is also 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.
He is also the head of Callan’s multi-asset class research effort and 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 received his B.B.A.
from Temple University with majors in finance and international business administration (minor in Spanish).
Mr. Machiz 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
Kevin Machiz active positions
| Companies | Position | Start |
|---|---|---|
Callan LLC
 Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Analyst-Equity | 01/08/2014 |
Former positions of Kevin Machiz
| Companies | Position | End |
|---|---|---|
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Corporate Officer/Principal | - |
Training of Kevin Machiz
| Temple University (Pennsylvania) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Callan LLC
Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
- Stock Market
- Insiders
- Kevin Machiz
