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Kevin Machiz, CFA, FRM

Kevin Machiz, CFA, FRM

Summer Analyst

Followers of Kevin Machiz, CFA, FRM1000 followers
location of Kevin Machiz, CFA, FRMPortland, Oregon, United States

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  • Timeline

  • About me

    Senior Vice President at Callan

  • Education

    • Radnor High School

      2003 - 2007

    • Temple University - Fox School of Business and Management

      2007 - 2011
      BBA Finance, and International Business Administration

      Activities and Societies: Temple University Investment Association, Financial Management Association, International Business Association, Beta Gamma Sigma • Business Honors Program• Majors: Finance, International Business Administration• Minor: Spanish• Certification: Spanish and Latin American Studies for Business

    • Instituto Tecnológico Autónomo de México

      2010 - 2010

      Activities and Societies: Financial Association of ITAM

  • Experience

    • EurosRed

      Jun 2008 - Aug 2008
      Summer Analyst

    • Sestak for Senate

      Aug 2010 - Nov 2010
      Intern

    • The William C. Dunkelberg Owl Fund

      Aug 2010 - May 2011
      Director, Economic Analysis & Associate Analyst, Tech/Telecom

    • Temple University

      Jan 2011 - May 2011
      Consultant

      Recommendations to client covered staffing, compensation, pricing, and financial reporting and analysis

    • Franklin Templeton Investments

      Jun 2011 - Jul 2014
      Senior Associate Product Manager

      Collaborated with analysts and portfolio managers to support Franklin Templeton's global fixed income product range managed by Dr. Michael Hasenstab's team.

    • Callan

      Aug 2014 - now

      Consultant in Callan's Capital Markets Research group. Head of Callan’s Multi-Asset Class research effort. Fixed income investment consultant in Callan's Global Manager Research group.

      • Senior Vice President

        Jan 2019 - now

      • Vice President

        Aug 2014 - Dec 2018

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Jun 2015
      View certificate certificate

    • Advanced Risk and Portfolio Management Bootcamp

      Advanced Risk and Portfolio Management
      Aug 2019
      View certificate certificate

    • Certified Financial Risk Manager (FRM)

      Global Association of Risk Professionals
      Jul 2015
      View certificate certificate

  • Volunteer Experience

    • Volunteer

      Issued by Philadelphia Clef Club of Jazz and Performing Arts on Jul 2009
      Philadelphia Clef Club of Jazz and Performing ArtsAssociated with Kevin Machiz, CFA, FRM

    • Volunteer

      Issued by Philadelphia Senior Center on Jul 2009
      Philadelphia Senior CenterAssociated with Kevin Machiz, CFA, FRM

    • Volunteer

      Issued by Junior Achievement of Northern California on Jan 2012
      Junior Achievement of Northern CaliforniaAssociated with Kevin Machiz, CFA, FRM

    • Assistant Treasurer

      Issued by NAACP Portland on Jan 2022
      NAACP PortlandAssociated with Kevin Machiz, CFA, FRM

    • Treasurer

      Issued by NAACP Portland on Jan 2023
      NAACP PortlandAssociated with Kevin Machiz, CFA, FRM