Greg MacKenzie

Director of Research - Fxd Inc at

Advance Capital Management, Inc.

Finance

Consumer Services

Profile

Mr. Gregory O.
MacKenzie, CFA, is a Director of Fixed Income & Multi-Asset Strategy Research at Advance Capital Management, Inc. He is responsible for research and investment management of the discretionary model portfolios.
Mr. MacKenzie was previously employed as a Private Placement Analyst by Asset Allocation & Management Co. LLC and a Retirement Plan Specialist by Wayne Hummer Investments LLC.
He is a graduate of the University of Michigan with a Bachelor of Arts degree in Economics.
He earned his Chartered Financial Analyst designation in 2003.

Greg MacKenzie active positions

Companies	Position	Start
Advance Capital Management, Inc. Advance Capital Management, Inc. Investment ManagersFinance ACM’s services are generally limited to advice and recommendations on those securities for which fees are charged, and recommended securities are generally limited to mutual funds and ETFs. In certain situations, they may provide investment advice on a range of securities beyond mutual funds and ETFs. These securities may include exchange listed and over-the-counter securities, foreign issues, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities and US Government securities. The firm’s Investment Committee screens virtually all open end mutual funds and ETFs with respect to such criteria as fund ratings, risk-adjusted performance, fund size, manager tenure and availability of the fund to new investors.	Director of Research - Fxd Inc	01/12/2004

All active positions of Greg MacKenzie

Former positions of Greg MacKenzie

Companies	Position	End
Wintrust Investments LLC Wintrust Investments LLC Investment ManagersFinance WTI’s methods of analysis are usually based on both fundamental and quantitative research and other independent research for programs they maintain discretionary authority or makes investment recommendations. The firm’s investment strategies include income; growth and income; and growth. These three strategies are offered along a risk spectrum that includes Conservative, Moderate and Aggressive. The firm also offers a Trading & Speculation approach in which investors seek out maximum return through a broad range of investment strategies, which generally involve a high level of risk, including potential for significant loss of investment capital.	Corporate Officer/Principal	-
Asset Allocation & Management Co. LLC Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle.	Analyst-Equity	-

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Private companies	4
Advance Capital Management, Inc. Advance Capital Management, Inc. Investment ManagersFinance ACM’s services are generally limited to advice and recommendations on those securities for which fees are charged, and recommended securities are generally limited to mutual funds and ETFs. In certain situations, they may provide investment advice on a range of securities beyond mutual funds and ETFs. These securities may include exchange listed and over-the-counter securities, foreign issues, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities and US Government securities. The firm’s Investment Committee screens virtually all open end mutual funds and ETFs with respect to such criteria as fund ratings, risk-adjusted performance, fund size, manager tenure and availability of the fund to new investors.	Finance
Asset Allocation & Management Co. LLC Asset Allocation & Management Co. LLC Investment ManagersFinance AAM specializes in the management of insurance company assets. The firm works with each client to develop a comprehensive portfolio strategy. They execute this approach across a wide range of asset classes and investment styles. Their investment grade fixed income strategy offers insurers a diversified portfolio that seeks to emphasize stable income, predictable cash flows and stable credit ratings. Insurance portfolios seek a yield-oriented approach within a risk-controlled framework that seeks to minimize credit impairments and deliver competitive return over a market cycle.	Finance
Wintrust Investments LLC Wintrust Investments LLC Investment ManagersFinance WTI’s methods of analysis are usually based on both fundamental and quantitative research and other independent research for programs they maintain discretionary authority or makes investment recommendations. The firm’s investment strategies include income; growth and income; and growth. These three strategies are offered along a risk spectrum that includes Conservative, Moderate and Aggressive. The firm also offers a Trading & Speculation approach in which investors seek out maximum return through a broad range of investment strategies, which generally involve a high level of risk, including potential for significant loss of investment capital.	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services