Alex Miles
Algemeen Directeur bij Kingfisher Capital LLC
Profiel
Mr. Alexander B.
Miles is a Managing Partner at Kingfisher Capital LLC.
He is a Co-Founding Partner of Kingfisher Capital, an independent money management and family office services firm with a global vision.
He directs firm strategy and serves as Chief Investment Officer, overseeing the firm’s Investment Committee.
Prior to founding Kingfisher, Mr. Miles’ investment career spanned WealthTrust Advisors, the Myers Limited Partnerships, and Lehman Brothers in New York.
After graduating from The Hotchkiss School in 1991, Mr. Miles attended Colgate University where he played Varsity baseball.
He earned an English degree from Emory University in 1996 before spending three years working for the PGA Tour.
Mr. Miles received his Bachelor of Arts degree in English from Emory University and an MBA in Investment Management and Sustainable Finance from the University of North Carolina at Chapel Hill - Kenan-Flagler Business School.
Actieve functies van Alex Miles
Bedrijven | Functie | Begin |
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Kingfisher Capital LLC
Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Algemeen Directeur | 01-01-2009 |
Eerdere bekende functies van Alex Miles
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Wealthtrust Advisors LLC
Wealthtrust Advisors LLC Investment ManagersFinance Founded in 1997, WealthTrust Advisors, Inc. is a registered investment advisory firm located in Nashville, Tennessee with offices in Paducah, Kentucky and Charlotte, North Carolina. The firm provides investment advisory services to individuals, families, endowments and foundations. They are a subsidiary of WealthTrust Holdings LLC | Portefeuillebeheerder-Aandelen | 31-12-2008 |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Portefeuillebeheerder-Aandelen | - |
PGA TOUR, Inc.
PGA TOUR, Inc. Miscellaneous Commercial ServicesCommercial Services PGA TOUR, Inc. operates as a membership organization for professional golfers. The company was founded in 1929 and is headquartered in Ponte Vedra Beach, FL. | Corporate Officer/Principal | - |
Afton Capital Management LLC
Afton Capital Management LLC Investment ManagersFinance Afton Capital Management LLC (Afton Capital) is an independent hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded by Campbell Jenkins in 1986 as Blue Ridge Capital Management LLC. Afton Capital manages private pooled investment vehicles for high net worth investors. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Alex Miles
Emory University | Undergraduate Degree |
The University of North Carolina at Chapel Hill | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 5 |
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Wealthtrust Advisors LLC
Wealthtrust Advisors LLC Investment ManagersFinance Founded in 1997, WealthTrust Advisors, Inc. is a registered investment advisory firm located in Nashville, Tennessee with offices in Paducah, Kentucky and Charlotte, North Carolina. The firm provides investment advisory services to individuals, families, endowments and foundations. They are a subsidiary of WealthTrust Holdings LLC | Finance |
Afton Capital Management LLC
Afton Capital Management LLC Investment ManagersFinance Afton Capital Management LLC (Afton Capital) is an independent hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded by Campbell Jenkins in 1986 as Blue Ridge Capital Management LLC. Afton Capital manages private pooled investment vehicles for high net worth investors. | Finance |
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
PGA TOUR, Inc.
PGA TOUR, Inc. Miscellaneous Commercial ServicesCommercial Services PGA TOUR, Inc. operates as a membership organization for professional golfers. The company was founded in 1929 and is headquartered in Ponte Vedra Beach, FL. | Commercial Services |
Kingfisher Capital LLC
Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Finance |