Ph.D., CFA, AIFA®
President of Champion Capital Research
Mary Kathryn is president of Champion Capital Research. She has over seventeen years of experience in the investment industry as a consultant, portfolio strategist and financial economist. She is widely considered an expert in creating and implementing fixed income and equity asset allocation strategies. Her professional experience includes advising foundations, pension funds, and insurance companies regarding fiduciary responsibility, governance, manager selection, and global portfolio construction. Mary Kathryn continues to manage a proprietary set of global fund models with specified risk and return characteristics as well as tactical emerging market satellite portfolios. Her firm develops forward-looking first, second and third moments for expected returns and volatilities for use in portfolio optimization analyses. Currently these estimates influence tactical and strategic asset allocation decisions made by Champion on behalf its institutional clientele.
Mary Kathryn is published in academic and professional journals including Bank Asset/Liability Management, The North America Journal of Economics and Finance and The World Economy: The America’s. She is a Chartered Financial Analyst (CFA), an Accredited Investment Fiduciary Analyst (AIFA®) and maintains Series 7 and 63 NASD security licenses. Mary Kathryn holds a B.A. from Rice University and an M.A. and Ph.D. in Economics from the University of Houston.