Expertise
Mr. Kistner is a Vice President and the Head of Discretionary Portfolio Management and Solutions in Segal Marco Advisors’ Chicago office. He is responsible for strategic and dynamic positioning of the firm’s discretionary client portfolios. In this capacity, Mr. Kistner works closely with clients on investment program design and creating customized asset allocations to efficiently meet client investment objectives. Mr. Kistner has over 12 years of investment experience and has been with the firm for over seven years. He is a member of the firm’s Investment Committee; Discretionary Management Committee; Environmental, Social and Governance (ESG) Committee; and Manager Review Committee.br>
Professional backgroundbr>
Prior to his current role, Mr. Kistner was an Investment Strategist, responsible for portfolio strategy and structure and due diligence across equity, fixed income and alternative strategies at the Marco Consulting Group (MCG). He also held a role in Fixed Income Manager Research after first joining MCG in 2014, where he was responsible for primary due diligence of fixed income managers and led the firm’s effort in developing expertise in private credit and establishing a roster of high-conviction investment managers. Prior to MCG, Mr. Kistner was a Senior Performance Analyst at Harris Associates, specializing in institutional portfolio review and analysis.br>
Education/professional designationsbr>
Mr. Kistner received his BB in Finance from Western Illinois University. He is a CFA Charterholder and is a member of the CFA Institute of Chicago. Mr. Kistner also holds the Chartered Alternative Investment Analyst designation.