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Mike Kauffelt
Amministratore Delegato presso
Bill Few Associates, Inc.
Profilo
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.
Posizioni attive di Mike Kauffelt
| Società | Posizione | Inizio |
|---|---|---|
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. | Amministratore Delegato | 01/09/1997 |
Bill Few Financial Group, Inc.
 Bill Few Financial Group, Inc. Investment ManagersFinance Provides investment advisory services | Presidente | - |
Precedenti posizioni note di Mike Kauffelt
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Mike Kauffelt
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
10
Relazioni di 1° grado
8
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
