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Mike Kauffelt
Algemeen Directeur bij
Bill Few Associates, Inc.
Profiel
Mr. Michael K.
Kauffelt is a Financial Advisor & Executive Vice President at Bill Few Associates, Inc. and a President at Bill Few Financial Group, Inc. He started in the financial services industry in 1984.
In addition to his executive roles at Bill Few, he advises clients on wealth management, asset allocation and tax planning.
He held executive positions at Mellon Bank, American Express and Integra Financial prior to joining Bill Few Associates.
He graduated from the University of Texas at Dallas with a degree in economics and finance before earning an MBA from the Graduate School of Industrial Administration at Carnegie Mellon University.
He is a CFA charterholder.
Actieve functies van Mike Kauffelt
| Bedrijven | Functie | Begin |
|---|---|---|
Bill Few Associates, Inc.
 Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Algemeen Directeur | 01-09-1997 |
Bill Few Financial Group, Inc.
 Bill Few Financial Group, Inc. Investment ManagersFinance Provides investment advisory services | President | - |
Eerdere bekende functies van Mike Kauffelt
| Bedrijven | Functie | Einde |
|---|---|---|
Integra Financial Corp.
 Integra Financial Corp. Financial ConglomeratesFinance Bank holding company | Corporate Officer/Principal | - |
Little Sisters of the Poor
 Little Sisters of the Poor Miscellaneous Commercial ServicesCommercial Services Engages in serving elderly poor women | Corporate Officer/Principal | - |
Ameriprise Trust Co.
 Ameriprise Trust Co. Regional BanksFinance Provides trust & custodial services | Corporate Officer/Principal | - |
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Opleiding van Mike Kauffelt
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
10
Eerstegraads connecties
8
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 8 |
|---|---|
Integra Financial Corp.
Integra Financial Corp. Financial ConglomeratesFinance Bank holding company | Finance |
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Provides commercial banking services | Finance |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments. | Finance |
Ameriprise Trust Co.
Ameriprise Trust Co. Regional BanksFinance Provides trust & custodial services | Finance |
Bill Few Financial Group, Inc.
Bill Few Financial Group, Inc. Investment ManagersFinance Provides investment advisory services | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Little Sisters of the Poor
Little Sisters of the Poor Miscellaneous Commercial ServicesCommercial Services Engages in serving elderly poor women | Commercial Services |
