Kyle Clarke Pugh
Founder at Mitchell, McLeod, Pugh & Williams, Inc.
Profile
Mr. Kyle C.
Pugh is a Managing Director at 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.
Kyle Clarke Pugh active positions
| Companies | Position | Start |
|---|---|---|
Mitchell, McLeod, Pugh & Williams, Inc.
 Mitchell, McLeod, Pugh & Williams, Inc. Investment ManagersFinance Mitchell, McLeod, Pugh & Williams, Inc. (MMPW) is an independent, employee-owned SEC-registered investment advisor and wealth management firm headquartered in Mobile, Alabama. The firm was founded in 2006 by Richard Mitchell, Douglas R. McLeod, Kyle C. Pugh and M. Carmen Williams. MMPW provides investment advisory services to individuals, high net-worth individuals, corporate pension, profit-sharing and 401-(k) plans, IRA rollovers, charitable institutions, foundations, endowments, trusts and estates. | Founder | 19/01/2006 |
Former positions of Kyle Clarke Pugh
| Companies | Position | End |
|---|---|---|
Whitney Bank (Old)
 Whitney Bank (Old) Regional BanksFinance Whitney National Bank is the oldest continuously operating bank in New Orleans, Louisiana. The bank engages in community banking in their market areas in the Gulf Coast region, including Houston, Texas, Louisiana, the coastal region of Mississippi, South Alabama and the panhandle of Florida. The bank also has a foreign branch on Grand Cayman in the British West Indies. Whitney National Bank is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). | Portfolio Manager-Equities | 30/12/2001 |
Leavell Investment Management, Inc.
 Leavell Investment Management, Inc. Investment ManagersFinance Leavell Investment Management, Inc. (Leavell) is an independent registered investment adviser headquartered in Mobile, Alabama. The firm was founded by Thomas Leavell in 1979 as T. Leavell & Associates, Inc. Leavell provides customized investment management services to individuals, families, and businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments and foundations, and two registered no-load mutual funds. | Portfolio Manager-Equities | 19/01/2006 |
Training of Kyle Clarke Pugh
| Manderson Graduate School of Business At University of Alabama | Masters Business Admin |
| The Citadel, The Military College of South Carolina | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Leavell Investment Management, Inc.
Leavell Investment Management, Inc. Investment ManagersFinance Leavell Investment Management, Inc. (Leavell) is an independent registered investment adviser headquartered in Mobile, Alabama. The firm was founded by Thomas Leavell in 1979 as T. Leavell & Associates, Inc. Leavell provides customized investment management services to individuals, families, and businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments and foundations, and two registered no-load mutual funds. | Finance |
Whitney Bank (Old)
Whitney Bank (Old) Regional BanksFinance Whitney National Bank is the oldest continuously operating bank in New Orleans, Louisiana. The bank engages in community banking in their market areas in the Gulf Coast region, including Houston, Texas, Louisiana, the coastal region of Mississippi, South Alabama and the panhandle of Florida. The bank also has a foreign branch on Grand Cayman in the British West Indies. Whitney National Bank is a subsidiary of Hancock Holding Co. (NASDAQ: HBHC). | Finance |
Mitchell, McLeod, Pugh & Williams, Inc.
Mitchell, McLeod, Pugh & Williams, Inc. Investment ManagersFinance Mitchell, McLeod, Pugh & Williams, Inc. (MMPW) is an independent, employee-owned SEC-registered investment advisor and wealth management firm headquartered in Mobile, Alabama. The firm was founded in 2006 by Richard Mitchell, Douglas R. McLeod, Kyle C. Pugh and M. Carmen Williams. MMPW provides investment advisory services to individuals, high net-worth individuals, corporate pension, profit-sharing and 401-(k) plans, IRA rollovers, charitable institutions, foundations, endowments, trusts and estates. | Finance |
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