Kenneth M. Ezell, CFA®

Kenneth M. Ezell is a Portfolio Manager at MIM and is responsible for the management of equity, balanced, and fixed income accounts. Ken also serves on our Investment Strategy Committee.

Ken has over forty years of investment management experience.  Prior to joining NewCrest Advisors in 1995, he spent ten years as a Senior Portfolio Manager at NationsBank Investment Management handling both high-net-worth and institutional accounts. Ken began his career in 1981 as a Portfolio Manager at Deposit Guaranty National Bank.

Ken is a graduate, with honors, of Millsaps College with both undergraduate and Master's degrees in Business Administration. In addition, he holds the Chartered Financial Analyst®  designation* and is a member of CFA Society Atlanta. Ken holds the Uniform Investment Adviser license (Series 65).  Previously in his career, Ken has held licenses as General Securities Representative, Uniform Securities Agent, and Municipal Securities Principal (Series 7, 63, and 53).

Ken has an interest in historic preservation and photography.  He and his family live in a restored Victorian home near downtown Atlanta.

* The Chartered Financial Analyst® (“CFA®”) designation is a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts. The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. Candidates are required to pass three levels of examinations covering areas such as accounting, economics, ethics, money management and security analysis. Before a candidate is eligible to become a CFA charterholder, he/she must meet minimum experience requirements in the area of investment/financial practice. To enroll in the program, a candidate must hold a bachelor's degree.