Mike Kayes, Cfa

Mike Kayes, Cfa Email and Phone Number

Retired @ Willingdon Wealth Management has merged w/ Exencial Wealth Advisors June 2020
Huntersville, NC, US
Mike Kayes, Cfa's Location
Huntersville, North Carolina, United States, United States
Mike Kayes, Cfa's Contact Details
About Mike Kayes, Cfa

Blog/Publishing Wesbite: https://www.kayesbooks.comWillingdon’s strategic approach is to develop a personalized investment portfolio for each and every client. We are committed to this personalized approach to provide each client with the highest level of portfolio management and client service. Our commitment to in-depth, fundamental research and analysis serves as the foundation post for all of the portfolios we manage. Within this process we have an overriding focus on identifying quality securities through extensive peer-to-peer analysis within industries and economic sectors.

Mike Kayes, Cfa's Current Company Details
Willingdon Wealth Management has merged w/ Exencial Wealth Advisors June 2020

Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020

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Retired
Huntersville, NC, US
Website:
willingdonwealth.com
Employees:
3
Mike Kayes, Cfa Work Experience Details
  • Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020
    Retired
    Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020
    Huntersville, Nc, Us
    View
  • Willingdon Wealth Management
    Founder And President
    Willingdon Wealth Management Jan 2003 - Present
    I started this firm in the fall of 2003 and we have grown to close to $500 million in assets under management with over 600 clients in 37 states as of May 2017. Willingdon manages retirement assets for individuals and small businesses.
  • Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020
    Retired
    Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020 Jan 2023 - Present
    View
  • Eastover Capital Management
    Chief Investment Officer And Managing Director
    Eastover Capital Management Jan 1995 - Jan 2003
    As the CIO, I managed our core large cap equity portfolio, wrote our periodic newsletter called The Eastover Update, created and delivered marketing presentations. As one of two managing directors I also helped run the day to day operations of the business and was involved in all areas related to strategic planning.
  • Trade Street Investment Associates
    Director Of Research
    Trade Street Investment Associates Jan 1994 - Jan 1995
    As the Director of Research I was primarily responsible for training and supervising four junior analysts. Other responsibilities included: coverage of the Consumer Staples, development of a Small Cap Equity Fund. I also served as the chairman of the Compliance Committee during the start up phase of Trade Street Investment Associates.
  • First Union Capital Management
    Senior Equity Analyst And Fund Manager
    First Union Capital Management Jan 1992 - Jan 1994
  • First Union Capital Management
    Senior Equity Analyst
    First Union Capital Management 1992 - 1994
    I was responsible for coverage of several sectors including: Technology, Foods, Electric Utility, Oil Service, Insurance, Media, Publishing, and Machinery. I was also involved in the development of the First Union Utility Fund and was promoted to the Portfolio Manager of the Fund in 1994.
  • Banc One Asset Management
    Portfolio Manager
    Banc One Asset Management 1986 - 1989
    As a portfolio manager I was responsible for the management of approximately 125 individually managed institutional and larger personal accounts, with a total value exceeding $200Million. I also prepared and delivered marketing presentations to prospective clients.
  • Pers Of Ohio
    Portfolio Manager - Equity Analyst
    Pers Of Ohio Jan 1983 - Jan 1986
    As a portfolio manager I played a key role in developing our overall equity portfolio strategy. During my tenure I covered several sectors including: Foods, Beverage, Tobacco, Household Products, Chemical, Insurance, Banks, and Restaurants. I was also responsible for helping to train four junior analysts.

Mike Kayes, Cfa Skills

Investments Portfolio Management Equities Mutual Funds Strategic Planning Wealth Management Management Start Ups Asset Allocation Banking Bloomberg Crm

Mike Kayes, Cfa Education Details

Frequently Asked Questions about Mike Kayes, Cfa

What company does Mike Kayes, Cfa work for?

Mike Kayes, Cfa works for Willingdon Wealth Management Has Merged W/ Exencial Wealth Advisors June 2020

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

Mike Kayes, Cfa's current role is Retired.

What is Mike Kayes, Cfa's email address?

Mike Kayes, Cfa's email address is mk****@****.rr.com

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

Mike Kayes, Cfa's direct phone number is +170495*****

What schools did Mike Kayes, Cfa attend?

Mike Kayes, Cfa attended Institute Of Chartered Financial Analysts, University Of Michigan - Stephen M. Ross School Of Business, St. Bonaventure University, Saint Bonaventure University, Wake Forest University, The University Of Michigan, Wake Forest University.

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

Mike Kayes, Cfa has interest in Coaching Youth Basketball.

What skills is Mike Kayes, Cfa known for?

Mike Kayes, Cfa has skills like Investments, Portfolio Management, Equities, Mutual Funds, Strategic Planning, Wealth Management, Management, Start Ups, Asset Allocation, Banking, Bloomberg, Crm.

Who are Mike Kayes, Cfa's colleagues?

Mike Kayes, Cfa's colleagues are Hamilton Davis, Marc Durica, Mary Lynn Kayes.

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