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Michael Ray Whitehurst
Analyst-Equity bij
Telos Capital Management, Inc.
Profiel
Mr. Michael R.
Whitehurst, CFA, is a Senior Vice President, Portfolio Manager & Research Analyst at Telos Capital Management, Inc. With more than 38 years of investment management experience, he lends his expertise to analyzing investments and managing client portfolios.
Prior to joining Telos Capital Management, Inc., he was Owner and Portfolio Manager at McCuen & Co., an SEC registered investment advisory firm established in 1932.
He graduated from the University of Iowa with a Bachelor of Business Administration Finance degree.
In 1984, he became a member of the CFA institute and the CFA Society of San Diego.
Since earning his CFA designation, he has contributed to CFA curriculum development and CFA exam administration.
Actieve functies van Michael Ray Whitehurst
| Bedrijven | Functie | Begin |
|---|---|---|
Telos Capital Management, Inc.
 Telos Capital Management, Inc. Investment ManagersFinance TCM believes that the key to successful investing lies in establishing and adhering to a solid long-term investment plan, and that prudent diversification across multiple asset classes can optimize the risk and potential return of a portfolio. Depending on a client’s investment objectives, the firm may utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. Their investment process relies upon in-depth fundamental research to actively select securities for client accounts. They base investment decisions on a combination of bottom-up fundamental research, coupled with top-down macro-economic analysis. | Analyst-Equity | 01-05-2019 |
Eerdere bekende functies van Michael Ray Whitehurst
| Bedrijven | Functie | Einde |
|---|---|---|
McCuen & Co., Inc.
 McCuen & Co., Inc. Investment ManagersFinance McCuen & Co.'s investment process begins with an analysis of a company's financial history. The firm visits the company and interviews management about past results, industry conditions and the business outlook. They then develop an appraisal valuation using one or more of the following methods: discounted cash flow, net-worth analysis and/or market approach to valuation. | President | 19-06-2020 |
Opleiding van Michael Ray Whitehurst
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
83
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
McCuen & Co., Inc.
McCuen & Co., Inc. Investment ManagersFinance McCuen & Co.'s investment process begins with an analysis of a company's financial history. The firm visits the company and interviews management about past results, industry conditions and the business outlook. They then develop an appraisal valuation using one or more of the following methods: discounted cash flow, net-worth analysis and/or market approach to valuation. | Finance |
Telos Capital Management, Inc.
Telos Capital Management, Inc. Investment ManagersFinance TCM believes that the key to successful investing lies in establishing and adhering to a solid long-term investment plan, and that prudent diversification across multiple asset classes can optimize the risk and potential return of a portfolio. Depending on a client’s investment objectives, the firm may utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. Their investment process relies upon in-depth fundamental research to actively select securities for client accounts. They base investment decisions on a combination of bottom-up fundamental research, coupled with top-down macro-economic analysis. | Finance |
University of Iowa
 University of Iowa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
