Mike Kauffelt

Chief Executive Officer at

Bill Few Associates, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. Michael K.
Kauffelt is a Financial Advisor & Executive Vice President at Bill Few Associates, Inc. and a President at Bill Few Financial Group, Inc. He started in the financial services industry in 1984.
In addition to his executive roles at Bill Few, he advises clients on wealth management, asset allocation and tax planning.
He held executive positions at Mellon Bank, American Express and Integra Financial prior to joining Bill Few Associates.
He graduated from the University of Texas at Dallas with a degree in economics and finance before earning an MBA from the Graduate School of Industrial Administration at Carnegie Mellon University.
He is a CFA charterholder.

Mike Kauffelt active positions

Companies	Position	Start
Bill Few Associates, Inc. Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments.	Chief Executive Officer	01/09/1997
Bill Few Financial Group, Inc. Bill Few Financial Group, Inc. Investment ManagersFinance Provides investment advisory services	President	-

All active positions of Mike Kauffelt

Former positions of Mike Kauffelt

Companies	Position	End
Integra Financial Corp. Integra Financial Corp. Financial ConglomeratesFinance Bank holding company	Corporate Officer/Principal	-
Little Sisters of the Poor Little Sisters of the Poor Miscellaneous Commercial ServicesCommercial Services Engages in serving elderly poor women	Corporate Officer/Principal	-
Ameriprise Trust Co. Ameriprise Trust Co. Regional BanksFinance Provides trust & custodial services	Corporate Officer/Principal	-
Mellon Bank, NA Mellon Bank, NA Regional BanksFinance Provides commercial banking services	Corporate Officer/Principal	-

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Linked companies

Private companies	8
Integra Financial Corp. Integra Financial Corp. Financial ConglomeratesFinance Bank holding company	Finance
Mellon Bank, NA Mellon Bank, NA Regional BanksFinance Provides commercial banking services	Finance
Carnegie Mellon University Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bill Few Associates, Inc. Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments.	Finance
Ameriprise Trust Co. Ameriprise Trust Co. Regional BanksFinance Provides trust & custodial services	Finance
Bill Few Financial Group, Inc. Bill Few Financial Group, Inc. Investment ManagersFinance Provides investment advisory services	Finance
The University of Texas at Austin The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Little Sisters of the Poor Little Sisters of the Poor Miscellaneous Commercial ServicesCommercial Services Engages in serving elderly poor women	Commercial Services