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Miles Green

Miles Green

Equity Analyst at Mitchell Capital Management Co.

Leawood, KS , United States

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

OrganizationRoleDate RangeDetails
Mitchell Capital ManagementEquity AnalystJul 2021 to Present
William C. Conner Foundation Educational Investment FundPortfolio Manager and Equity Research AnalystAug 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 ManagementFinancial Services InternJun 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)

NameRoleLocation
Grant LacKamp
Grant LacKamp
Equity AnalystKansas City, MO , United States
J
Jonn Wullschleger
Portfolio ManagerKansas City, MO , United States
C
Christen Dusselier
Portfolio ManagerKansas City, KS , United States