Kevin McCullough, CFA®
Portfolio Consultant
Natixis Investment Managers Solutions
Kevin McCullough provides portfolio construction, asset allocation, and investment manager research services to financial advisors using qualitative evaluations and quantitative tools.
Prior to joining the firm, Kevin was an analyst in NEPC’s Defined Contribution Consulting group, where he advised clients administering large retirement programs. He began his financial services career at MFS Investment Management as a representative in the Premier Partners Program.
Kevin holds a bachelor’s degree in government and international relations and a master’s degree in business administration from Clark University. He is FINRA Series 7 licensed and also a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
2614501.6.1
Related Articles
Investment Portfolio Trends 2023: Looking in the Mirror
A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.
Portfolio Allocation Trends – Q3 2023
A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.
Portfolio Construction – What Role Should Fixed Income Play?
Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.
Fixed Income Yields and Drivers
Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.