FiduciaryVest, LLC
Mark Kallis, CFA, is a seasoned investment consultant with significant experience in institutional investment. Currently a Senior Consultant at FiduciaryVest, LLC since August 2015, Mark serves institutional clients for a firm managing $15 billion in investment assets. Prior to this role, Mark was the Director and Client Portfolio Manager at StableRiver Capital Management LLC from January 2008 to August 2014, overseeing institutional separate account clients for an $8 billion fixed income management firm. Mark also held the position of Vice President in Institutional Fixed Income Sales at SunTrust Robinson Humphrey from June 1996 to January 2008, where responsibilities included sales of various fixed income products and portfolio strategy analysis. Mark holds an MBA in Finance from Emory University - Goizueta Business School and a BA in Economics from Kenyon College.
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FiduciaryVest, LLC
FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing needs and risk-taking context. We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.