Kevin McCullough, CFA®
Associate 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.
2614501.4.1
Related Articles
From the Consultants’ Desk: Trends in the Private Equity Market
Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.
From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear
US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.
From the Consultants’ Desk: Quantitative Tightening & Bonds
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
From the Consultants' Desk: Allocations in Volatile Markets
How inflation, volatile markets, recession fears, and ongoing uncertainty are affecting allocation decisions in financial advisors’ portfolios.
- Will There Be a Recession in 2022?
-
Choosing an Optimal Target Date Solution
December 14, 2021
