Mark Kallis joined FiduciaryVest in 2015 as a Senior Consultant. In this capacity, Mark is responsible for managing client relations, communications, reporting and analytics for FiduciaryVest clients. Mark also participates in FiduciaryVest’s investment policy and manager research committees and is responsible for communicating the firm’s investment strategy to clients.
Mark has worked in fixed capital markets since 1996 and has significant experience in fixed income portfolio management and analysis as well as fixed income sales and trading, with an emphasis on corporate, government and municipal bonds and securitized assets. Prior to joining FiduciaryVest, he worked with StableRiver Capital Management, an Atlanta based institutional fixed income management firm and with SunTrust Robinson Humphrey, a Southeast-based investment bank and broker/dealer.
Mark received a Bachelor of Arts degree in Economics and German from Kenyon College in 1994. Mark is currently attending Emory University’s Goizueta Business School where he is working towards an MBA with a concentration in Finance. Mark is a CFA® Charterholder and a member of the CFA Society of Atlanta.
When Mark is not working with clients, attending classes or studying, Mark enjoys cooking with his wife Karen and entertaining friends. Mark also enjoys traveling, sailing, skiing, and practicing yoga.