Mark Kallis
Mark is a results-driven senior consultant with over 24 years of institutional investment experience. Together with the team at FiduciaryVest, Mark works to help fiduciaries develop, monitor and manage world-class investment programs. The clients Mark serves include leading hospital and healthcare organizations, pension and retirement plans, as well as endowments and foundations. Our clients benefit from his extensive experience and independent and objective advice on asset allocation, investment policy development, manager selection, and performance monitoring and analysis.
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 banking organization.
Mark received a Bachelor of Arts degree in Economics and German from Kenyon College in 1994 and an MBA from Emory University’s Goizueta Business School in 2016, earning the distinction of Most Outstanding Academic Accomplishment. Mark is a CFA® Charterholder and a member of the Atlanta Society of Finance and Investment Professionals.
When Mark is not working with clients, he likes to sail, ski, practice yoga and work toward a private pilot license. He also enjoys cooking with his wife Karen and entertaining friends.