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Makay Blackburn

Makay Blackburn

Portfolio Analyst at Diversify Wealth Management, LLC

Provo, UT , United States

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

OrganizationRoleDate RangeDetails
DiversifyPortfolio AnalystSep 2025 to Present
Northwestern MutualFinancial RepresentativeApr 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 CenterSpanish Language InstructorApr 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 ManagementWealth Management InternJan 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 FootwearSales Associate and Operations InternMay 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 BrothersSales AssociateAug 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)

NameRoleLocation
D Brennen Hansen
D Brennen Hansen
TraderCenterville, UT , United States
Andrew Hall
Andrew Hall
Alternative Investment AnalystProvo, UT , United States
Brandon Hill
Brandon Hill
Investment AnalystOrem, UT , United States
Jackson Larson
Jackson Larson
Equities and Options TraderSandy, UT , United States
Nathan Brockbank
Nathan Brockbank
AssociateProvo, UT , United States
Sam Daybell
Sam Daybell
Portfolio AnalystOrem, UT , United States
T
Tomasz Soltyka
TraderSalt Lake City, UT , United States

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