Senior Vice President Client Investments
Current
May 2022 - Present
AeroLeads people directory · profile
Mike Kettner, Cfa Email & Phone Number
Senior Vice President Client Investments at Avestar Capital
at
Avestar Capital
2 work emails found
@coastlinewealth.com
1 phone found area 631
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President Client Investments at Avestar Capital
Location
Plainview, New York, United States
Who is Mike Kettner, Cfa? Overview
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Quick answer
Mike Kettner, Cfa is listed as Senior Vice President Client Investments at Avestar Capital at Avestar Capital, based in Plainview, New York, United States. AeroLeads shows a work email signal at coastlinewealth.com, phone signal with area code 631, and a matched LinkedIn profile for Mike Kettner, Cfa.
Mike Kettner, Cfa previously worked as Senior Vice President Client Investments at Avestar Capital and Director of Investments at Coastline Wealth Management. Mike Kettner, Cfa holds Mba, Finance from Vanderbilt University - Owen Graduate School Of Management.
Company email context
Email format at Avestar Capital
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{first}@coastlinewealth.com
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AeroLeads found 2 current-domain work email signals for Mike Kettner, Cfa. Compare company email patterns before reaching out.
Profile bio
About Mike Kettner, Cfa
CFA CharterholderExperienced Portfolio Manager and Investment Strategist . Proven success helping clients with fund, equity, fixed income and alternative asset portfolios and strategies (www.finra.org).Specialties: portfolio management, investment due diligence, technical analysis, trend following, charting, options structuring, portfolio hedging, excel modeling, risk management, Bloomberg, Reuters, Thomson One, Riskalyze, eMoney, Allbridge, Wealthscape proficient.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is not affiliated with Kestra IS or Kestra AS.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 512-697-6000.
Listed skills include Thomson One, Bloomberg, Excel, Pivot Tables, and 38 others.
Current workplace
Mike Kettner, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles · 28 years
Mike Kettner, Cfa work experience
A career timeline built from the work history available for this profile.
Director Of Investments
Head of Portfolio Management and Investment Selection.
Jul 2014 - May 2022
Vice President, Financial Advisor
Investment Advisor to individuals and businesses on long island, specialties including retirement planning, retirement income and corporate retirement benefit plans.
Nov 2012 - Jun 2014
Financial Advisor Crpc®
Investment and Financial Advisor with over 10 years experience in Financial Services. Expertise in management of investment, retirement and loan products for individuals and small businesses.
Apr 2011 - Nov 2012
Private Bank Investor
Provider of timely and responsible Investment Advice and Expertise. Deep experience in Equity and Energy Commodity markets and sales trading.
Jul 2010 - Mar 2011
Associate, Energy Derivative Sales
Energy and Precious Metals Commodity Salesperson, covering NY Hedge Fund customers
Jun 2008 - Apr 2009
2007 - Jun 2008
Student
MBA StudentResearch Assistant to Dr. Dewey DaanePresident Hedge Fund GroupSector Head Finance Club
Aug 2005 - May 2007
Vp, Listed Equity Trading
1999 - 2005
~6 yrs
4 education records
Mike Kettner, Cfa education
Mba, Finance
Vanderbilt University - Owen Graduate School Of Management
Ba, English Literature
Hofstra University
Education record
Garden City High School
Education record
Gettysburg College
FAQ
Frequently asked questions about Mike Kettner, Cfa
Quick answers generated from the profile data available on this page.
What company does Mike Kettner, Cfa work for?
Mike Kettner, Cfa works for Avestar Capital.
What is Mike Kettner, Cfa's role at Avestar Capital?
Mike Kettner, Cfa is listed as Senior Vice President Client Investments at Avestar Capital at Avestar Capital.
What is Mike Kettner, Cfa's email address?
AeroLeads has found 2 work email signals at @coastlinewealth.com for Mike Kettner, Cfa at Avestar Capital.
What is Mike Kettner, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 631 for Mike Kettner, Cfa at Avestar Capital.
Where is Mike Kettner, Cfa based?
Mike Kettner, Cfa is based in Plainview, New York, United States while working with Avestar Capital.
What companies has Mike Kettner, Cfa worked for?
Mike Kettner, Cfa has worked for Avestar Capital, Coastline Wealth Management, Citi, Merrill Lynch Wealth Management, and J.P. Morgan.
How can I contact Mike Kettner, Cfa?
You can use AeroLeads to view verified contact signals for Mike Kettner, Cfa at Avestar Capital, including work email, phone, and LinkedIn data when available.
What schools did Mike Kettner, Cfa attend?
Mike Kettner, Cfa holds Mba, Finance from Vanderbilt University - Owen Graduate School Of Management.
What skills is Mike Kettner, Cfa known for?
Mike Kettner, Cfa is listed with skills including Thomson One, Bloomberg, Excel, Pivot Tables, Fidessa, Fundraising, Prospect Research, and Volunteer Development.
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