Mark Kallis, Cfa

Mark Kallis, Cfa Email and Phone Number

Senior Consultant at FiduciaryVest, LLC @ FiduciaryVest, LLC
atlanta, georgia, united states
Mark Kallis, Cfa's Location
Atlanta, Georgia, United States, United States
Mark Kallis, Cfa's Contact Details

Mark Kallis, Cfa work email

Mark Kallis, Cfa personal email

n/a
About Mark Kallis, Cfa

Mark Kallis, Cfa is a Senior Consultant at FiduciaryVest, LLC at FiduciaryVest, LLC. He possess expertise in asset allocation, investment consulting, alternative investments, fixed income, investments and 13 more skills.

Mark Kallis, Cfa's Current Company Details
FiduciaryVest, LLC

Fiduciaryvest, Llc

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Senior Consultant at FiduciaryVest, LLC
atlanta, georgia, united states
Website:
fiduciaryvest.com
Employees:
16
Mark Kallis, Cfa Work Experience Details
  • Fiduciaryvest, Llc
    Senior Consultant
    Fiduciaryvest, Llc Aug 2015 - Present
    Atlanta, Ga
    Institutional Investment Consulting. Serve as a senior client-facing consultant to the Firm's institutional clients for $15 billion institutional investment consulting boutique. Develop, implement, and manage investment programs for a variety of client types including hospitals and healthcare organizations, endowments and foundations, public entities, and corporations.
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  • Stableriver Capital Management Llc
    Director - Client Portfolio Manager
    Stableriver Capital Management Llc Jan 2008 - Aug 2014
    Atlanta, Ga
    Served as Client Portfolio Manager for the Firm's institutional separate account clients for $8 billion fixed income investment management boutique.
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  • Suntrust Robinson Humphrey
    Vice President - Institutional Fixed Income Sales
    Suntrust Robinson Humphrey Jun 1997 - Jan 2008
    Atlanta, Ga
    Institutional fixed income sales for structured finance, asset-backed, mortgage-backed, credit, agency, money market and municipal securities.
    View
  • Suntrust Robinson Humphrey
    Fixed Income Portfolio Strategist
    Suntrust Robinson Humphrey Jun 1996 - May 1997
    Atlanta, Ga
    Analyzed institutional fixed income portfolios to identify performance enhancement and risk hedging strategies.
    View

Mark Kallis, Cfa Skills

Asset Allocation Investment Consulting Alternative Investments Fixed Income Investments Investment Policy Statements Mutual Funds Series 7 Hedge Funds Trading Bloomberg Series 63 Bonds Wealth Management Institutional Investments Investment Advisory Derivatives Securities

Mark Kallis, Cfa Education Details

Frequently Asked Questions about Mark Kallis, Cfa

What company does Mark Kallis, Cfa work for?

Mark Kallis, Cfa works for Fiduciaryvest, Llc

What is Mark Kallis, Cfa's role at the current company?

Mark Kallis, Cfa's current role is Senior Consultant at FiduciaryVest, LLC.

What is Mark Kallis, Cfa's email address?

Mark Kallis, Cfa's email address is ma****@****ver.com

What is Mark Kallis, Cfa's direct phone number?

Mark Kallis, Cfa's direct phone number is +140444*****

What schools did Mark Kallis, Cfa attend?

Mark Kallis, Cfa attended Emory University - Goizueta Business School, Kenyon College, Phillips Academy Andover.

What are some of Mark Kallis, Cfa's interests?

Mark Kallis, Cfa has interest in Sailing, Traveling, Skiing.

What skills is Mark Kallis, Cfa known for?

Mark Kallis, Cfa has skills like Asset Allocation, Investment Consulting, Alternative Investments, Fixed Income, Investments, Investment Policy Statements, Mutual Funds, Series 7, Hedge Funds, Trading, Bloomberg, Series 63.

Who are Mark Kallis, Cfa's colleagues?

Mark Kallis, Cfa's colleagues are J Dillon Collins, Edward S. Michelson, Harold Small, Jason Small, Kelly Van Nort.

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