Miles Kirkland, CFA
Principal, Portfolio Manager
14 years experience
Mr. Kirkland began his investment career with Mastrapasqua Asset Management in May 2000. He is a 1994 graduate of The University of the South and received an MBA from Vanderbilt University’s Owen Graduate School of Management in 2000. Prior to Owen, Mr. Kirkland was a store manager for Kirkland’s Inc., a regional gift and home décor retailer. He is a member of the CFA Society in Nashville. He serves on the Kirkland’s Inc. Board of Directors.
Mr. Kirkland is supervised by Dr. Frank Mastrapasqua, Chairman, Principal and Chief Investment Officer, of Mastrapasqua Asset Management (“MAM”). MAM is an SEC registered investment advisor located in Nashville, Tennessee. Dr. Mastrapasqua oversees the portfolios in terms of the investment objective.
The portfolio management and research analyst team holds a daily research call with Dr. Mastrapasqua. Members of the client servicing team participate in the call as well. This call is held to discuss current market conditions and individual stocks affecting client portfolios.
Chartered Financial Analyst Designation
The Chartered Financial Analyst designation, or CFA charter, is a qualification for finance and investment professionals, particularly in the fields of investment management and financial analysis of stocks, bonds and their derivative assets. br />
To become a Chartered Financial Analyst, an individual must satisfactorily fulfill the following requirements:
- Education – Complete the CFA Program. The curriculum includes Ethical and Professional Standards, Quantitative Methods (such as the time value of money and statistical inference), Economics, Financial Reporting and Analysis, Corporate Finance, Analysis of Investments (stocks, bonds, derivatives, venture capital, real estate, etc.), and Portfolio Management and Analysis (asset allocation, portfolio risk, performance measurement, etc.).
- Examinations – Pass the comprehensive exams required by the CFA Program, which is organized into three levels, each culminating in a six-hour exam. Completing the program takes most candidates between two and five years.
- Experience – Possess a bachelor's degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience.
- Ethics – Obligated to adhere to a strict Code of Ethics and Standards governing professional conduct.
Business Background
- Principal & Portfolio Manager, Mastrapasqua Asset Management, Inc. May 2000 – present
Education
- University of the South, B.A., 1994
- Vanderbilt University’s Owen Graduate School of Management, M.B.A., 2000
- CFA charterholder, 2009
