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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Mitchell Capital Management | Portfolio Manager | Sep 2024 to Present | — |
| Mitchell Capital Management | Equity Analyst | Jul 2021 to Sep 2024 | — |
| William C. Conner Foundation Educational Investment Fund | Portfolio Manager and Equity Research Analyst | Aug 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 Management | Financial Services Internship | Jun 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)
| Name | Role | Location |
|---|---|---|
| Equity Analyst | Kansas City, MO , United States | |
J Jonn Wullschleger | Portfolio Manager | Kansas City, MO , United States |
| President | Leawood, KS , United States | |
| Partner, Portfolio Manager | Kansas City, MO , United States | |
| Portfolio manager | Kansas City, MO , United States | |
R Rhiannon Moore | Financial Planning Analyst | Kansas City, KS , United States |
R Rich Jones | Vice President | Lenexa, KS , United States |