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Miles Green

Miles Green

Portfolio Manager at Mitchell Capital Management Co.

Leawood, KS , United States

About

Miles Green, CFA, serves as an Equity Portfolio Manager at Mitchell Capital Management in Leawood, Kansas, where he conducts equity research and manages investment portfolios as a key member of the firm's Equity Investment Committee. In this role, he is actively involved in the firm's security selection process and portfolio construction, with direct responsibility for both research and management across diverse client mandates, focusing on the global and U.S. equity strategies.

Miles specializes in equity investments, particularly within sectors such as information technology, financials, consumer discretionary, industrials, and communication services—areas that form the core allocations of Mitchell Capital Management’s portfolios. His analytical and portfolio management expertise covers all market capitalizations, and he leverages both fundamental and technical analysis to identify high-conviction opportunities across domestic and international markets.

Prior to becoming a portfolio manager, Miles served as an equity analyst at Mitchell Capital Management, following experience as a portfolio manager and equity research analyst for the William C. Conner Foundation Educational Investment Fund. He holds a Bachelor of Business Administration in Accounting and Finance from Texas Christian University and is a CFA charterholder, reflecting a rigorous commitment to professional excellence in investment management.

Career History

OrganizationRoleDate RangeDetails
Mitchell Capital ManagementPortfolio ManagerSep 2024 to Present
Mitchell Capital ManagementEquity AnalystJul 2021 to Sep 2024
William C. Conner Foundation Educational Investment FundPortfolio Manager and Equity Research AnalystAug 2020 to May 2021
Around 20 select graduate and undergraduate TCU students work with real market forces as they invest a $1.6 million portfolio. Student managed fund where members execute trades, present proposals, dis...
Mitchell Capital ManagementFinancial Services InternshipJun 2017 to Aug 2020

Education

Texas Christian University

Bachelor of Business Administration - BBA, Accounting and Finance

2017 2021

Others at Mitchell Capital Management Co. (7)

NameRoleLocation
Grant LacKamp
Grant LacKamp
Equity AnalystKansas City, MO , United States
J
Jonn Wullschleger
Portfolio ManagerKansas City, MO , United States
Ken Green
Ken Green
PresidentLeawood, KS , United States
Philip Kernen
Philip Kernen
Partner, Portfolio ManagerKansas City, MO , United States
Christen Dusselier
Christen Dusselier
Portfolio managerKansas City, MO , United States
R
Rhiannon Moore
Financial Planning AnalystKansas City, KS , United States
R
Rich Jones
Vice PresidentLenexa, KS , United States