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About
Makay Blackburn is a Portfolio Analyst at Diversify, based in Provo, Utah, where he supports portfolio management and analytics for client investment strategies. In this role, he focuses on comprehensive analysis and risk assessment to optimize asset allocation and support data-driven decisions for diversified portfolios. His work emphasizes multi-asset allocation strategies across public equities and fixed income.
Before joining Diversify, Makay gained experience as a Financial Representative at Northwestern Mutual, where he developed skills in financial planning and client advisory, further enhancing his understanding of wealth management solutions. Additionally, Makay served as a Spanish Language Instructor at the Missionary Training Center, building communication and leadership skills.
Makay holds a degree in Finance from Brigham Young University’s Marriott School of Business. His background in finance and experience in both client-facing and analytical roles enable him to provide valuable insights across domestic and global diversified portfolio strategies, focusing on core public markets exposure and risk-managed asset allocation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Diversify | Portfolio Analyst | Sep 2025 to Present | — |
| Northwestern Mutual | Financial Representative | Apr 2025 to Sep 2025 | - Led 90+ client meetings, uncovering goals, client balance sheets, and timelines to craft personalized solutions. - Prospected and onboarded 7 clients, growing a personal book of business and boostin... |
| Missionary Training Center | Spanish Language Instructor | Apr 2024 to Sep 2025 | - Taught 250+ volunteers through structured instruction and mentorship. - Delivered 600+ hours of classroom instruction and training. - Prepared volunteers for service across 15+ countries. |
| Gajardo Wealth Management | Wealth Management Intern | Jan 2025 to Apr 2025 | - Analyzed performance, risk metrics, and investment strategies for 15+ ETFs & mutual funds. - Sourced 50+ potential clients and managed prospect databases. |
| KURU Footwear | Sales Associate and Operations Intern | May 2024 to Aug 2024 | - Streamlined warehouse operations, contributing to a successful one-day warehouse sale generating over $35,000. - Developed standard operating procedures to optimize efficiency in retail operations. ... |
| Brooks Brothers | Sales Associate | Aug 2021 to Dec 2021 | — |
Education
Brigham Young University Marriott School of Business
Finance
2025 — 2027
Brigham Young University
Bachelor's degree
2024 — 2027
Others at Diversify Wealth Management, LLC (7)
| Name | Role | Location |
|---|---|---|
| Trader | Centerville, UT , United States | |
| Alternative Investment Analyst | Provo, UT , United States | |
| Investment Analyst | Orem, UT , United States | |
| Equities and Options Trader | Sandy, UT , United States | |
| Associate | Provo, UT , United States | |
| Portfolio Analyst | Orem, UT , United States | |
T Tomasz Soltyka | Trader | Salt Lake City, UT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Associate | Drive Wealth Management, LLC | Lindon, UT , United States | |
| Chief Investment Officer | Drive Wealth Management, LLC | Salt Lake City, UT , United States | |
C Chris Heyman | Chief Investment Officer | Rovin Capital /ut/ /adv | Provo, UT , United States |
| Sr. Portfolio Manager Private Debt fund | Rovin Capital /ut/ /adv | Salt Lake City, UT , United States |