Mike Kettner, Cfa

Mike Kettner, Cfa Email and Phone Number

Senior Vice President Client Investments at Avestar Capital @ Avestar Capital
Mike Kettner, Cfa's Location
Plainview, New York, United States, United States
Mike Kettner, Cfa's Contact Details

Mike Kettner, Cfa work email

Mike Kettner, Cfa personal email

Mike Kettner, Cfa phone numbers

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.

Mike Kettner, Cfa's Current Company Details
Avestar Capital

Avestar Capital

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Senior Vice President Client Investments at Avestar Capital
Mike Kettner, Cfa Work Experience Details
  • Avestar Capital
    Senior Vice President Client Investments
    Avestar Capital May 2022 - Present
    New York , New York , Us
    View
  • Coastline Wealth Management
    Director Of Investments
    Coastline Wealth Management Jul 2014 - May 2022
    Port Jefferson, New York, Us
    Head of Portfolio Management and Investment Selection.
    View
  • Citi
    Vice President, Financial Advisor
    Citi Nov 2012 - Jun 2014
    New York, New York, Us
    Investment Advisor to individuals and businesses on long island, specialties including retirement planning, retirement income and corporate retirement benefit plans.
    View
  • Merrill Lynch Wealth Management
    Financial Advisor Crpc®
    Merrill Lynch Wealth Management Apr 2011 - Nov 2012
    New York, Ny, Us
    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.
    View
  • J.P. Morgan
    Private Bank Investor
    J.P. Morgan Jul 2010 - Mar 2011
    New York, Ny, Us
    Provider of timely and responsible Investment Advice and Expertise. Deep experience in Equity and Energy Commodity markets and sales trading.
    View
  • Merrill Lynch
    Associate, Energy Derivative Sales
    Merrill Lynch Jun 2008 - Apr 2009
    New York, Ny, Us
    Energy and Precious Metals Commodity Salesperson, covering NY Hedge Fund customers
    View
  • Merrill Lynch
    Hedge Fund Consulting
    Merrill Lynch 2007 - Jun 2008
    New York, Ny, Us
    Associate, Prime Brokerage
    View
  • Vanderbilt University, Owen School
    Student
    Vanderbilt University, Owen School Aug 2005 - May 2007
    Nashville, Tennessee, Us
    MBA StudentResearch Assistant to Dr. Dewey DaanePresident Hedge Fund GroupSector Head Finance Club
    View
  • Merrill Lynch
    Vp, Listed Equity Trading
    Merrill Lynch 1999 - 2005
    New York, Ny, Us
    View

Mike Kettner, Cfa Skills

Thomson One Bloomberg Excel Pivot Tables Fidessa Fundraising Prospect Research Volunteer Development Board Leadership Community Relationships Portfolio Management Due Diligence Microsoft Excel Strategic Financial Planning Risk Management Hedge Funds Equities Trading Leadership Capital Markets Derivatives Finance Investments Series 7 Options Trading Strategies Financial Planning Securities Portfolio Optimization Portfolio Performance Analysis Model Portfolios Investment Portfolios Modern Portfolio Theory Portfolio Risk Financial Markets Wealth Management Financial Modeling Asset Management Financial Analysis Fixed Income Mutual Funds Management

Mike Kettner, Cfa Education Details

  • Vanderbilt University - Owen Graduate School Of Management
    Vanderbilt University - Owen Graduate School Of Management
    Finance
  • Hofstra University
    Hofstra University
    English Literature
  • Garden City High School
    Garden City High School
  • Gettysburg College
    Gettysburg College

Frequently Asked Questions about Mike Kettner, Cfa

What company does Mike Kettner, Cfa work for?

Mike Kettner, Cfa works for Avestar Capital

What is Mike Kettner, Cfa's role at the current company?

Mike Kettner, Cfa's current role is Senior Vice President Client Investments at Avestar Capital.

What is Mike Kettner, Cfa's email address?

Mike Kettner, Cfa's email address is mi****@****lth.com

What is Mike Kettner, Cfa's direct phone number?

Mike Kettner, Cfa's direct phone number is +163147*****

What schools did Mike Kettner, Cfa attend?

Mike Kettner, Cfa attended Vanderbilt University - Owen Graduate School Of Management, Hofstra University, Garden City High School, Gettysburg College.

What are some of Mike Kettner, Cfa's interests?

Mike Kettner, Cfa has interest in Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Science And Technology, Human Rights, Arts And Culture, Health.

What skills is Mike Kettner, Cfa known for?

Mike Kettner, Cfa has skills like Thomson One, Bloomberg, Excel, Pivot Tables, Fidessa, Fundraising, Prospect Research, Volunteer Development, Board Leadership, Community Relationships, Portfolio Management, Due Diligence.

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