
Michael Kauffelt II
Co-Chief Investment Officer
Bill Few Associates Inc
United States, Pennsylvania, Pittsburgh
About Me
Mike started in the financial services industry in 1984 and 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. In addition to his executive roles at Bill Few, Mike advises clients on wealth management, asset allocation and tax planning.
Profile Information
Co-Chief Investment Officer
Bill Few Associates Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Pittsburgh
Pennsylvania
United States
May 15, 2024
More profiles to browse
John Nichols Cfp®
Senior and Executive Vice President
DZ
Dan Zippel
Senior Vice President
JM
Jeff Marzina
Executive Vice President / Financial Consultant
David Rishel
Financial Advisor
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial