Expertise
Asset Allocation, Risk Assessment, Profit Loss, CMOs, MBSs, Structured Notes, Portfolio Analysis, Fiduciary Best Practices
(For search purposes, not intended to be a comprehensive list)
MK Campion   PH.D, CFA, AIFA

CIO, Avior Wealth Management
15 Rains Way
Houston, TX 77007

Work: 7134460806
mkcampion@hotmail.com
Expertise
Asset Allocation, Risk Assessment, Profit Loss, CMOs, MBSs, Structured Notes, Portfolio Analysis, Fiduciary Best Practices
(For search purposes, not intended to be a comprehensive list)

MK Campion, Ph.D., CFA®, AIFA® is the Director of Institutional Portfolio Management for Avior
Wealth Management. She is responsible for the firm’s institutional offerings, including asset
allocation, investment manager selection, portfolio monitoring, and policy statement
construction. The institutional management process is consistent with the processes used by her
predecessor firm. Campion will engage Avior’s accredited investment fiduciaries (“AIF”) to
enhance the firm’s public plan services and portfolio management analyses.
Prior to Avior, Dr. Campion was founder and president of Champion Capital Research. The firm is
a research oriented institutional investment management company. Champion Capital Research
had the distinction of being the first firm to certify for fiduciary excellence (CEFEX) a 2.5B public
defined benefit plan. During her tenure at Champion Capital Research she held the position of
adjunct faculty for the Center for Fiduciary Studies at the University of Pittsburgh since 2007.
At Rice University’s Glasscock School, Campion taught economics, finance, equity and fixed
income theory and strategy, portfolio management, risk management, and investments. At the
University of Houston, Campion taught undergraduate micro and macroeconomic classes. For
public fund trustees, Dr. Campion authored and continues to instruct the Certified Trustee
Training curriculum. She continues to be a member of TEXPERs Education Committee. Campion
has been engaged as a legal expert in securities disputes and lawsuits. Campion was a retained
speaker for the CFA® Society and spoke in countries including England, Ireland, Malaysia,
Philippines, Singapore, Japan, Canada, and in major cities in the United States.
Dr. Campion’s board and council positions include the Houston Symphony Orchestra’s (HSO),
former Chairperson for the Pension Committee and Leadership and Governance Committees.
Campion council positions include Rice University’s Initiative for the Study of Economics. She is a
member of the National Association for Business Economists, American Economic Association,
Association for Investment Management and Research, and of the Houston Society of Financial
Analysts. Campion is published in academic and professional journals including Bank
Asset/Liability Management, The North America Journal of Economics and Finance, The Texas
Pension Observer and The World Economy: The America’s.
Dr. Campion received her B.A., M.A., and Ph.D., from Rice University and University of Houston.
She is a certified Charted Financial Analyst® (CFA®) and Accredited Investment Fiduciary Analyst®
(AIFA®).

Curriculum Vitae

SER Associate Member