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Mike Parsons, CFA, CPWA®

Mike Parsons, CFA, CPWA®

Analyst - Private Investment Management

Followers of Mike Parsons, CFA, CPWA®1000 followers
location of Mike Parsons, CFA, CPWA®Atlanta, Georgia, United States

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  • Timeline

  • About me

    Family Office Advisor at Capital Family Office

  • Education

    • Auburn University

      2003 - 2007
      Bachelor of Science (BS) Accounting

  • Experience

    • Lehman Brothers

      Jul 2007 - Sept 2008
      Analyst - Private Investment Management

    • UBS

      Sept 2008 - Apr 2011
      Investment Associate

    • RBC Capital Markets

      Apr 2011 - Jun 2022
      Director

      Institutional Equities, Southeastern U.S.

    • Trinity Community Ministries

      Oct 2013 - Sept 2019
      Board of Directors - Member

    • Capital Family Office

      Jun 2022 - now
      Family Office Advisor

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute

    • Certified Private Wealth Advisor (CPWA)

      Investments & Wealth Institute
      Jun 2024

  • Volunteer Experience

    • Co-Founder

      Issued by The Trinity Combine on May 2015
      The Trinity CombineAssociated with Mike Parsons, CFA, CPWA®