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Mackenzie Evans

Research and Trading Analyst

Investment Committee

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Mackenzie serves as a Research and Trading Analyst on the investment team. His main duties include executing daily trade requests and portfolio rebalancing. He assists in the designing, building, and managing of factor screens in support of Strategic’s model portfolios. Additionally, he supports the Retirement Plan business in monitoring and analyzing plan funds.

Background

Prior to joining Strategic, Mackenzie was an Analyst in Citigroup’s Product Control department where he was a member of the Commodities Valuation team.

Credentials

BBA, Finance, SUNY Canton

Areas of Specialty

  • Equity Research and Analysis

    Equity Research and Analysis

  • Fund Research & Asset Allocation

    Fund Research & Asset Allocation

  • Investment Strategies

    Investment Strategies

Beneath the Surface

  • CLAIM TO FAME

    Has started to try his hand at cider making.

  • ENJOYS

    Reading, Studying, Trying not to lose at Chess, and watching his club Tottenham whenever he can.

  • FAMILY

    Born and raised in the Utica area.

A society grows great when old men plant trees whose shade they know they shall never sit in.

- Greek Proverb