Mike Kauffelt
Amministratore Delegato presso Bill Few Associates, Inc.
Profilo
Mr. Michael K.
Kauffelt is a Co-Chief Investment Officer 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.
Posizioni attive di Mike Kauffelt
| Società | Posizione | Inizio |
|---|---|---|
Bill Few Associates, Inc.
 Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Amministratore Delegato | 01/09/1997 |
Bill Few Financial Group, Inc.
 Bill Few Financial Group, Inc. Investment ManagersFinance Bill Few Financial Group, Inc. provides financial advisory services. The company is headquartered in Pittsburgh, PA. | Presidente | - |
Precedenti posizioni note di Mike Kauffelt
| Società | Posizione | Fine |
|---|---|---|
| Integra Financial Corp. | Corporate Officer/Principal | - |
Little Sisters of the Poor
 Little Sisters of the Poor Miscellaneous Commercial ServicesCommercial Services Little Sisters of the Poor is an international congregation of Roman Catholic women religious founded in 1839 by Saint Jeanne Jugan. The private company is based in Baltimore, MD. The company's mission is to offer the neediest elderly of every race and religion a home where they will be welcomed as Christ, cared for as family, and accompanied with dignity until God calls them to himself. The company serves the elderly poor in over 30 countries around the world. | Corporate Officer/Principal | - |
Ameriprise Trust Co.
 Ameriprise Trust Co. Regional BanksFinance Part of Ameriprise Financial, Inc., Ameriprise Trust Co. provides trust and custodial services. The company is based in Minneapolis, MN. | Corporate Officer/Principal | - |
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - |
Formazione di Mike Kauffelt
| Carnegie Mellon University | Masters Business Admin |
| The University of Texas at Austin | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
| Integra Financial Corp. | Finance |
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Finance |
Bill Few Associates, Inc.
Bill Few Associates, Inc. Investment ManagersFinance Bill Few Associates, Inc. (BFA) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1987 and is a wholly-owned subsidiary of Bill Few Financial Group, Inc. BFA provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
Ameriprise Trust Co.
Ameriprise Trust Co. Regional BanksFinance Part of Ameriprise Financial, Inc., Ameriprise Trust Co. provides trust and custodial services. The company is based in Minneapolis, MN. | Finance |
Bill Few Financial Group, Inc.
Bill Few Financial Group, Inc. Investment ManagersFinance Bill Few Financial Group, Inc. provides financial advisory services. The company is headquartered in Pittsburgh, PA. | Finance |
Little Sisters of the Poor
Little Sisters of the Poor Miscellaneous Commercial ServicesCommercial Services Little Sisters of the Poor is an international congregation of Roman Catholic women religious founded in 1839 by Saint Jeanne Jugan. The private company is based in Baltimore, MD. The company's mission is to offer the neediest elderly of every race and religion a home where they will be welcomed as Christ, cared for as family, and accompanied with dignity until God calls them to himself. The company serves the elderly poor in over 30 countries around the world. | Commercial Services |
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