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Kyle Clarke Pugh
Fondateur chez
Mitchell, McLeod, Pugh & Williams, Inc.
Profil
Mr. Kyle C.
Pugh is a Founder & Managing Directorat Mitchell, McLeod, Pugh & Williams, Inc. He is a founding member of the firm.
He is also the firm’s chief investment officer and a member of its Investment Policy Committee.
Mr. Pugh has been engaged in the financial services and investment management industries since 1988.
During this time, he has held management positions in both retail and commercial banking, served as a co-portfolio manager for a mid-cap equity mutual fund, and as manager for various individual, corporate, trust, profit-sharing and 401(k) investment accounts.
He holds a Bachelor of Science degree in Business Administration from The Citadel and a Master of Business Administration from the Manderson Graduate School of Business at The University of Alabama.
He is a member of the CFA Institute and the CFA Society of Alabama.
Postes actifs de Kyle Clarke Pugh
| Sociétés | Poste | Début |
|---|---|---|
Mitchell, McLeod, Pugh & Williams, Inc.
 Mitchell, McLeod, Pugh & Williams, Inc. Investment ManagersFinance MMPW utilizes varying combinations of individual common stocks and bonds, no-load mutual funds, exchange traded funds (ETFs), master limited partnerships (MLPs), and money market accounts to implement the client’s investment strategy. For accounts with growth objectives, the firm believes that stock investments are the appropriate vehicle. They build client account consisting of blended portfolios; mostly large and mid-sized companies; 50 to 100 individual common stocks per portfolio; diversified across economic sectors, industries, and sub industries; and small companies and international companies through no-load mutual funds. | Fondateur | 20/01/2006 |
Anciens postes connus de Kyle Clarke Pugh
| Sociétés | Poste | Fin |
|---|---|---|
Whitney Bank (Old)
 Whitney Bank (Old) Regional BanksFinance Whitney National Bank is a large-cap GARP manager that takes a long-term approach to investment management. They base decisions on detailed knowledge of securities and look for companies that are distinguished by their ability to increase sales, earnings and dividends consistently and significantly. | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
Leavell Investment Management, Inc.
 Leavell Investment Management, Inc. Investment ManagersFinance Leavell aims to achieve positive relative and absolute investment returns through broad diversification, control of risk and realization of the benefits of compounding. Their primary method of analysis is fundamental. The firm’s equity management seeks to achieve long-term capital growth while focusing on the control of risk in the portfolio. Leavell’s fixed income philosophy is designed to protect principal through management of risk and to provide a steady, reliable source of income for the client. Portfolio turnover is kept to a minimum. | Gestionnaire de Portefeuille-Actions | 20/01/2006 |
Formation de Kyle Clarke Pugh
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Leavell Investment Management, Inc.
Leavell Investment Management, Inc. Investment ManagersFinance Leavell aims to achieve positive relative and absolute investment returns through broad diversification, control of risk and realization of the benefits of compounding. Their primary method of analysis is fundamental. The firm’s equity management seeks to achieve long-term capital growth while focusing on the control of risk in the portfolio. Leavell’s fixed income philosophy is designed to protect principal through management of risk and to provide a steady, reliable source of income for the client. Portfolio turnover is kept to a minimum. | Finance |
Whitney Bank (Old)
Whitney Bank (Old) Regional BanksFinance Whitney National Bank is a large-cap GARP manager that takes a long-term approach to investment management. They base decisions on detailed knowledge of securities and look for companies that are distinguished by their ability to increase sales, earnings and dividends consistently and significantly. | Finance |
The Citadel, The Military College of South Carolina
 The Citadel, The Military College of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mitchell, McLeod, Pugh & Williams, Inc.
Mitchell, McLeod, Pugh & Williams, Inc. Investment ManagersFinance MMPW utilizes varying combinations of individual common stocks and bonds, no-load mutual funds, exchange traded funds (ETFs), master limited partnerships (MLPs), and money market accounts to implement the client’s investment strategy. For accounts with growth objectives, the firm believes that stock investments are the appropriate vehicle. They build client account consisting of blended portfolios; mostly large and mid-sized companies; 50 to 100 individual common stocks per portfolio; diversified across economic sectors, industries, and sub industries; and small companies and international companies through no-load mutual funds. | Finance |
Manderson Graduate School of Business At University of Alabama
 Manderson Graduate School of Business At University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
