About
Miles Green, CFA is an Equity Portfolio Manager at Mitchell Capital Management Co. based in Leawood, Kansas. In his current role, he is responsible for conducting equity research and managing portfolios as part of the firm’s Equity Investment Committee, directly contributing to security selection and portfolio construction for client accounts.
Green concentrates on equity investments across global markets, with a particular focus on sectors such as Information Technology, Financials, Consumer Discretionary, Industrials, and Communication Services, as reflected in the firm’s concentrated portfolio strategies. He is actively involved in analyzing companies of all market capitalizations and employs a rigorous blend of fundamental and technical analysis in his investment approach.
With credentials as a Chartered Financial Analyst (CFA), Miles brings both expertise and rigorous standards to his role, helping shape Mitchell Capital’s investment philosophy and process. He is recognized for his disciplined research, collaborative contributions to the investment committee, and dedication to delivering strong long-term results for a range of institutional and individual clients.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Mitchell Capital Management | Equity Analyst | Jul 2021 to Present | — | 
| William C. Conner Foundation Educational Investment Fund | Portfolio Manager and Equity Research Analyst | Aug 2020 to Present | 	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,... | 
| Mitchell Capital Management | Financial Services Intern | 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. (3)
| Name | Role | Location | 
|---|---|---|
| Equity Analyst | Kansas City, MO , United States | |
| JJonn Wullschleger | Portfolio Manager | Kansas City, MO , United States | 
| CChristen Dusselier | Portfolio Manager | Kansas City, KS , United States |